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 investment strategies. Previously, I worked with both institutional and intermediary sales professionals, involved in every step from prospecting and due diligence to finals presentation preparation.

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 business loss claims as part of a multi-billion dollar class-action settlement process.

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 published an investment research report on Rollins Inc. (NYSE: ROL), based on our findings, which was presented at the annual conference.

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 optimizing social security benefits and prepared several reports, which were presented to clients. I analyzed data from the largest research study ever undertaken on affluent women, the Family Wealth Advisors Council Women of Wealth Study. I supported marketing efforts by maintaining/improving Eileen’s blog site.