AeroLeads people directory · profile
Ann Mcdaniel Email & Phone Number
Manager | Senior Project Consultant
at
SS&C Advent
1 work email found
@advent.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager | Senior Project Consultant
Location
Greater Chicago Area, United States, United States
Company size
Who is Ann Mcdaniel? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ann Mcdaniel is listed as Manager | Senior Project Consultant at SS&C Advent, a company with 1700 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at advent.com and a matched LinkedIn profile for Ann Mcdaniel.
Ann Mcdaniel previously worked as Senior Project Consultant at Ss&C Salentica and Project Manager at Calamos Investments. Ann Mcdaniel holds Bachelor'S Degree, Summa Cum Laude from Millikin University.
Company email context
Email format at SS&C Advent
This section adds company-level context without repeating Ann Mcdaniel's masked contact details.
{first}.{last}@advent.com
89% confidence
AeroLeads found 1 current-domain work email signal for Ann Mcdaniel. Compare company email patterns before reaching out.
Profile bio
About Ann Mcdaniel
Highly detailed Project Management Professional specializing in the Financial Services Industry. Transforms complex business objectives into effective, high-value solutions through technology-based process optimization. CORE COMPETENCIES:Business Analysis • Business Process Improvement • Business Intelligence • Metrics Design • Vendor Evaluation & Management • Presentations • Training • Problem-Solving • Microsoft Office Suite • Microsoft Project • Visio • Jira • Miro • Zoom • Microsoft Teams • Dynamics 365 • Operations • Regulatory Compliance • Customer Service • Testing • Business Requirements Documentation • CRM • Agile • Product Management • User Experience • Change Management • Financial Services • Strategic Planning • SCRUM • Performance Reporting • Stakeholder Management • Gap Analysis • Self-Directed • Workflows • Proactive • Product Roadmap • Collaborative • Goal-Driven
Listed skills include Series 7, Series 9, Series 10, Series 63, and 5 others.
Current workplace
Ann Mcdaniel's current company
Company context helps verify the profile and gives searchers a useful next step.
Ss&C Advent
5 roles
Ann Mcdaniel work experience
A career timeline built from the work history available for this profile.
Senior Project Consultant
Current
Jun 2021 - Present
Project Manager
Supported growth of $2 billion, National RIA by leading project teams to implement key initiatives. Product Owner of critical technology platforms which support CRM functions; automated workflows; performance reporting; client portal and e-signature functionality.
Apr 2013 - Jun 2021
Registered Client Service Manager
Primary client liaison at the second largest Raymond James branch in Illinois. Versatile manager responsible for all aspects of client service, meeting preparation, bookkeeping and compliance.
Feb 2009 - Apr 2013
Registered Associate
Primary administrative support to 5 financial advisors with institutional and private assets. Special expertise in exercising employee stock options and client syndicate offerings.
Dec 1999 - Feb 2009
Team & coworkers
Colleagues at SS&C Advent
Other employees you can reach at advent.com. View company contacts for 1700 employees →
PY
Philip Yuan
Colleague at Ss&C Advent
San Francisco Bay Area, United States
View →
GJ
Ganesh Jain
Colleague at Ss&C Advent
Mumbai, Maharashtra, India, India
View →
RC
Richard Cecconi
Colleague at Ss&C Advent
United States, United States
View →
TC
Torin Cornell
Colleague at Ss&C Advent
Brooklyn, New York, United States, United States
View →
AI
Alfie Ison
Colleague at Ss&C Advent
Southend-On-Sea, England, United Kingdom, United Kingdom
View →
PP
Peng Peng Pmp, Csm
Colleague at Ss&C Advent
Beijing, China, China
View →
CB
Charles Boudreaux
Colleague at Ss&C Advent
United States, United States
View →
DR
Daya Robles
Colleague at Ss&C Advent
New York City Metropolitan Area, United States
View →
SC
Seth Christian Tejada
Colleague at Ss&C Advent
National Capital Region, Philippines, Philippines
View →
JC
Joshua Coy
Colleague at Ss&C Advent
Jacksonville, Florida, United States, United States
View →
Philip Yuan
Colleague at Ss&C Advent
San Francisco Bay Area, United States
View →
GJ
Ganesh Jain
Colleague at Ss&C Advent
Mumbai, Maharashtra, India, India
View →
RC
Richard Cecconi
Colleague at Ss&C Advent
United States, United States
View →
TC
Torin Cornell
Colleague at Ss&C Advent
Brooklyn, New York, United States, United States
View →
AI
Alfie Ison
Colleague at Ss&C Advent
Southend-On-Sea, England, United Kingdom, United Kingdom
View →
PP
Peng Peng Pmp, Csm
Colleague at Ss&C Advent
Beijing, China, China
View →
CB
Charles Boudreaux
Colleague at Ss&C Advent
United States, United States
View →
DR
Daya Robles
Colleague at Ss&C Advent
New York City Metropolitan Area, United States
View →
SC
Seth Christian Tejada
Colleague at Ss&C Advent
National Capital Region, Philippines, Philippines
View →
JC
Joshua Coy
Colleague at Ss&C Advent
Jacksonville, Florida, United States, United States
View →
2 education records
Ann Mcdaniel education
Bachelor'S Degree, Summa Cum Laude
Master Of Business Administration (Mba), Finance, General
FAQ
Frequently asked questions about Ann Mcdaniel
Quick answers generated from the profile data available on this page.
What company does Ann Mcdaniel work for?
Ann Mcdaniel works for SS&C Advent.
What is Ann Mcdaniel's role at SS&C Advent?
Ann Mcdaniel is listed as Manager | Senior Project Consultant at SS&C Advent.
What is Ann Mcdaniel's email address?
AeroLeads has found 1 work email signal at @advent.com for Ann Mcdaniel at SS&C Advent.
Where is Ann Mcdaniel based?
Ann Mcdaniel is based in Greater Chicago Area, United States, United States while working with SS&C Advent.
What companies has Ann Mcdaniel worked for?
Ann Mcdaniel has worked for Ss&C Advent, Ss&C Salentica, Calamos Investments, Raymond James & Associates, Inc, and Morgan Stanley Smith Barney.
Who are Ann Mcdaniel's colleagues at SS&C Advent?
Ann Mcdaniel's colleagues at SS&C Advent include Philip Yuan, Ganesh Jain, Richard Cecconi, Torin Cornell, and Alfie Ison.
How can I contact Ann Mcdaniel?
You can use AeroLeads to view verified contact signals for Ann Mcdaniel at SS&C Advent, including work email, phone, and LinkedIn data when available.
What schools did Ann Mcdaniel attend?
Ann Mcdaniel holds Bachelor'S Degree, Summa Cum Laude from Millikin University.
What skills is Ann Mcdaniel known for?
Ann Mcdaniel is listed with skills including Series 7, Series 9, Series 10, Series 63, Series 66, Registered Paraplanner, Uniform Combined State Law, and Strategy.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Ann Mcdaniel you were looking for.
View similar profiles
