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Sarah D McDaniel, CFA

Sarah d mcdaniel, cfa

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location of Sarah D McDaniel, CFANueva York, Nueva York, Estados Unidos
Phone number of Sarah D McDaniel, CFAView Mobile No.
Followers of Sarah D McDaniel, CFA2000 followers

  • Timeline

  • About me

    Head of Enterprise Enablement @Vanilla

  • Education

    • Dartmouth college

      1986 - 1990
      Bachelor of arts (ba) - art history

    • The taft school

      1982 - 1986

    • London business school

      1995 - 1997
      Master of business administration (mba)

  • Experience

    • Christie's

      Jan 1990 - Jan 1995
      Manager - trust, tax & estates

    • Brown brothers harriman

      Jan 1997 - Jan 2000
      Portfolio manager - equity and fixed income

    • Morgan stanley

      Jan 2000 - Jan 2024
      Managing director

      Head of UHNW Content & Analytics (Family Wealth Summary)Head of Art Resources Team (ART)Head of Wealth & Estate Planning Strategists (WEPS)Head of Family Office Resources Generalists (FORG)Head of Advanced Planning CentersHead of Wealth Strategies Group (WSG - Asset Allocation & Portfolio Construction)

    • Vanilla

      Jan 2024 - now
      Head of enterprise enablement

  • Licenses & Certifications

    • Chartered financial analyst (cfa) 2000