Michael Daniell Email & Phone Number

Middlesex County, Massachusetts, United States

Westford, Massachusetts

• Prepare, present, and negotiate purchase agreements, leases, and contracts• Create and conduct market research, client analysis and Comparative Market Analysis• Help navigate clients through obtaining property and client specific financing

Lawrence, Massachusetts, United States

Worcester, Massachusetts, United States

Portsmouth, Nh

• Support and partner with Regional Vice Presidents to increase gross sales of SQN Securities investment products• Initiate outbound sales calls to Financial Advisors (Broker-Dealers) and Registered Investment Advisors to position and promote a product line of innovative alternative investments and to communicate company updates and capital markets outlook. Utilizing knowledge of company products in an effort to develop new business and cultivate existing relationships• Answer inbound calls to from advisors to respond to inquiries, provide answers, support needs and identify selling opportunities within the stated territory. • Proactively follows up with clients and prospective clients to provide sales ideas, answers product questions, provide performance data, identify new sales opportunities, and help launch new products. • Use client relationship management (CRM) database software applications and other departmental databases to track client interactions and the progression of each client relationship. • Support sales and client relationships by providing research material and administrative follow-up and support. • Travel with external wholesaler and senior management in the field on a for territory travel and conference support. • Attend and support client events or conferences.

Greater New York City Area

• Managed Fund of Fund accounts under Alternative Investment Services Trade Control Department• Provided excellent client service and ensured all trades were promptly and accurately executed• Liaised with Clients, Investment Managers, Administrators and various internal departments• Identified underlying causes of problems and possible solutions while assessing the risk attached to the problem

Boston

• Client’s daily point of contact for a portfolio of sensitive clients and their investors • Officiated client meetings to ensure client needs and expectations were met or exceeded • Produced and reviewed client and investor level reporting, Know Your Customer (KYC) standing, statements, contract notes, order acknowledgements, regulatory reports, and other ad hoc requests. • Managed investor transactions and resolved outstanding issues, including Anti-Money Laundering and KYC

Salem, Nh

• Client’s primary point of contact throughout project’s lifecycle interacting daily by phone/email• Worked parallel to the compliance and AML/ KYC team to ensure clients followed regulations• Proactively identified, communicated, and resolved client processing issues to mitigate negative exposure• Performed complex ad hoc research on a variety of tasks and reports to resolve client inquires and ensure the client’s understanding of the functions and benefits of all product features and functionality• Developed and provided training for new employees; reducing training time by 40-50%

Woburn, Ma

• Developed and maintained a database of key project attributes for Project Managers and Sales • Coordinated contracts, schematics, blueprints and other vital documentation for each assigned project • Provided direct support to Project Managers for new tower site builds and tower site upgrades• Inputted applications, structural evaluations, lease exhibits, consent letters, construction drawings, building permits, notices to proceed (NTPs), regulatory and zoning permits• Tracked deliverables on projects, • Updated forecasted & actual dates on projects and data trackers

Cambridge, Ma

• Performed technical analysis to cite daily and weekly source attribution• Created quick reference materials for clients and sales• Performed Trend Analysis on company level CAO (Custom Apply Offsite) to derive Source Code • Created profitability models for products and implementation schedules • Compiled /organized summaries for sales and management on Virtual Career Fairs to determine the profitability of the products and future implementation • Worked alongside the Partnership and Alliance team to build, maintain, and strengthen key relationships to the company

Hempstead, Ny

• Analyzed data collected on-site to develop reports and presentations on green technologies • Worked with vendors and suppliers to understand highest impact energy options on campus• Produced materials and conducted training sessions to student body on sustainability/energy solutions• Compiled and performed a variety of ad hoc analytics on economic research and planned events• Worked alongside the Sustainability Officer to reduce energy consumption by 10%

Washington D.C. Metro Area

• Conducted research focused on green technologies and emerging markets; organized data results into analytical reports; attended and analyzed Congressional, Senatorial, and Think Tank Hearings

Doctor Of Nursing Practice, Registered Nursing/Registered Nurse

Bachelor'S Degree, Major: Economics, Minors: Political Science & Psychology

Activities and Societies: Economics Club, Psychology Club, Student Government Association