Emily (O'Daniel) Dans, Cfa Email & Phone Number

Greater New York City Area

I provide dedicated client support for large intermediary/retail clients, primarily within the subadvisory space. I am responsible for product positioning, thought leadership, competitive analysis and internal sales training. I also work to secure new partnerships as a subadvisor to provide the retail market with access to PineBridge's institutional.

New Orleans, LA

I worked with teams of forensic investigators to provide forensic, economic, and statistical services to companies and their attorneys involved in corporate investigations. I analyzed income statements in business loss claims to determine causation and loss amount. I used a complex set of calculations and parameters to insure accuracy and efficiency in.

New Orleans, LA

Burkenroad Reports is a nationally recognized securities research program. In a team of four, I had the role of researching Rollins Inc. and creating a report with investment recommendations. I participated in interviewing management, conducting industry and business analyses, and producing cash flow and earning models. At the end of the semester we.

I assisted Eileen O’Connor, a lead advisor in the firm, responsible for more than $110 million of the firm’s assets under management. I supported all aspects of the development of investment plans/proposals for new clients and assisted Eileen and her team in preparing for client meetings. I conducted research on various financial planning issues, including.