AeroLeads people directory · profile
Ann Mcdaniel Email & Phone Number
Senior Operations Lead
at
SAGE Private Wealth Group
1 work email found
@advent.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Operations Lead
Location
Greater Chicago Area, 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 Senior Operations Lead at SAGE Private Wealth Group, a with 21 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at advent.com and a matched LinkedIn profile for Ann Mcdaniel.
Ann Mcdaniel previously worked as Manager | Senior Project Consultant at Ss&C Advent and Senior Project Consultant at Ss&C Salentica. Ann Mcdaniel holds Bachelor'S Degree, Summa Cum Laude from Millikin University.
Company email context
Email format at SAGE Private Wealth Group
This section adds company-level context without repeating Ann Mcdaniel's masked contact details.
{first}.{last}@advent.com
86% 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.
Sage Private Wealth Group
6 roles
Ann Mcdaniel work experience
A career timeline built from the work history available for this profile.
Manager | Senior Project Consultant
Senior Project Consultant
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 SAGE Private Wealth Group
Other employees you can reach at sageprivatewealth.com. View company contacts for 21 employees →
KT
Khaled Taha
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
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NB
Nick Brait, Cfp® Cka® Acc
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
View →
NE
Noha E.
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
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AJ
Addison Joiner
Colleague at Sage Private Wealth GroupValparaiso, Indiana, United States
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BB
Bob Borchardt
Colleague at Sage Private Wealth GroupUnited States
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PH
Peggy Hauser
Colleague at Sage Private Wealth GroupWheaton, Illinois, United States
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CC
Christina Castrejon Cfp®
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
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GY
Gabe Youel
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
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KH
Kaitlyn Hlavac
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
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TA
Tiffany Austin
Colleague at Sage Private Wealth GroupGreater Colorado Springs Area, United States
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Khaled Taha
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
View →
NB
Nick Brait, Cfp® Cka® Acc
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
View →
NE
Noha E.
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
View →
AJ
Addison Joiner
Colleague at Sage Private Wealth GroupValparaiso, Indiana, United States
View →
BB
Bob Borchardt
Colleague at Sage Private Wealth GroupUnited States
View →
PH
Peggy Hauser
Colleague at Sage Private Wealth GroupWheaton, Illinois, United States
View →
CC
Christina Castrejon Cfp®
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
View →
GY
Gabe Youel
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
View →
KH
Kaitlyn Hlavac
Colleague at Sage Private Wealth GroupGreater Chicago Area, United States
View →
TA
Tiffany Austin
Colleague at Sage Private Wealth GroupGreater Colorado Springs Area, 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 SAGE Private Wealth Group.
What is Ann Mcdaniel's role at SAGE Private Wealth Group?
Ann Mcdaniel is listed as Senior Operations Lead at SAGE Private Wealth Group.
What is Ann Mcdaniel's email address?
AeroLeads has found 1 work email signal at @advent.com for Ann Mcdaniel at SAGE Private Wealth Group.
Where is Ann Mcdaniel based?
Ann Mcdaniel is based in Greater Chicago Area, United States while working with SAGE Private Wealth Group.
What companies has Ann Mcdaniel worked for?
Ann Mcdaniel has worked for Sage Private Wealth Group, Ss&C Advent, Ss&C Salentica, Calamos Investments, and Raymond James & Associates, Inc.
Who are Ann Mcdaniel's colleagues at SAGE Private Wealth Group?
Ann Mcdaniel's colleagues at SAGE Private Wealth Group include Khaled Taha, Nick Brait, Cfp® Cka® Acc, Noha E., Addison Joiner, and Bob Borchardt.
How can I contact Ann Mcdaniel?
You can use AeroLeads to view verified contact signals for Ann Mcdaniel at SAGE Private Wealth Group, 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.
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