
Danielle Brady
Sales Associate

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About me
Client Relations @BlackRock | Expert in offering custom solutions and worry-free experiences for investors
Education

University of Washington
2013 - 2017Bachelor of Arts - BA Finance & Business Economics, International BusinessActivities and Societies: Certificate of International Studies in Business, Alpha Phi Sorority
Experience

Hollister Co.
Nov 2011 - Jan 2014Sales Associate• Assisted customers• Facilitated training of new employees • Utilized organizational skills to fill multiple roles • Managed processing of inventory needs • Cash handling

Holland America Line
Jun 2014 - Sept 2015Shore Excursions Reservation Agent- Provided service & detail regarding customer inquiries regarding shore excursions through phone and email communication.- Built mechanism to track & communicate customer complaints to management in order to improve customer satisfaction. - Drove customer loyalty through follow-up calls & review of customer complaints and product issues.- Utilized company specific databases to gather and assess relative reservation information.

J.Crew
Nov 2015 - Jun 2017Sales Associate- Led floor operations including store open/close, restocking, customer checkout, and online order processing.- Trained 7+ employees through the J. Crew on-boarding process with on the job shadowing, best practices, and tips & tricks from personal role experience.- Leveraged current market & product trends to provide customer service & recommendations to drive customer buying decisions.- Created visually appealing and effective high traffic displays with regard to upcoming seasonal trends, increasing walk-in rate & sales. - Explained information about the quality, value and style of products to provide brand insight and education. Show less

Washington State Department of Commerce
Jan 2016 - Mar 2016International Trade Intern- Developed excel tracking spreadsheet for government contacts in aerospace & automotive industries; utilizing vlookups & pivot tables to summarize information in a easy to digest format. - Educated +150 sales executives of large OEMs and small suppliers in the automotive industry of upcoming B2B events nationally and globally with a 30% conversion rate to sign-up for industry conferences. - Conducted industry research on a variety of automotive brands and industry leaders to expand business.- Served as central point of contact & resource for businesses through education of nationwide and global industry events. Show less

BlackRock
Nov 2017 - nowFund and Investor Onboarding•Organized and directed launches for key initiative funds – including renewable power funds and impact funds • Partnered with stakeholders representing 15+ internal and external teams to successfully launch over 15 new funds and co-investments with over 150 new and existing clients – representing over $7 billion in investor commitments•Managed multiple facets of fund launches, including investor onboarding (subscription documents and AML/KYC review), reporting, and stakeholder alignment – communicating consolidated launch & onboarding information to partners and using business knowledge and collective feedback to identify cross-functional interdependencies, evaluate risk, set goals, and establish priorities to meet tight deadlines•Launched working group of colleagues on my team with varying skills and experience to centralize onboarding data into Airtable, improving accessibility to fund data for managers, and usability for launch teamClient Support & Reporting•Directed daily investor servicing for clients across 5 major asset classes, representing ~600 clients & ~$20 billion in assets under management – utilizing multiple resources and partnerships to deliver excellent service & results•Trained 4 junior collegues on various role aspects to introduce scalability during high volume periods and progressivley allocated complex assignments to enhance their knowledge base•Migrated +150 existing investors from multiple reporting sites to one site managed by BlackRock to improve the user experience–encouraging site usage, utilizing effective administrative tools, conducting extensive reconciliations, and providing continuous feedback on featuresAdministrator Migration•Managed strategic migration to a new fund administrator – communicating roles and responsibilities on behalf of my team, building strong rapport and understanding of their business functions & leading investor communication and AML/KYC refresh for ~80 clients in 10 funds Show less Product Training and Development • Directly supported product management and engineering in launching one new external platform and one internal platform (institutional client website & CRM tool), located +20 bugs in the service and provided new requirements leading to +15 new features implemented in tools• Developed training and SOP for institutional client website delivering training to at least 50 stakeholders, onboarding thousands of accounts across hundreds of clients, including +200 Mexican clients that were part of a strategic acquisition by the firm and required more customized featuresStandardization and Client Support• Developed +30 page reporting SOP for internal teams to quickly identify and resolve client-facing reporting issues for Blackrock’s largest client with escalation matrix based on issue• Built customer servicing model for 4 internal consultant relations teams and integrated several unique fund & client-level reporting solutions as a customized service offering for 5 consulting firms• Trained 2 analysts on the team through development of training SOP, office hours, and mentorshipReporting• Led monthly/quarterly program report outs for three separate client segments (LatAm, DC, FOFE) to ensure client satisfaction and accountability for teams of 4-12, providing servicing metrics and deep-diving into persistent issues and driving discussions on improvements, solutions and assigning action items• Identified bottlenecks in reporting availability and practicality and consistently partnered with production teams to develop long-term and more robust reporting solutions for clients and third parties where opportunities presented themselves, also navigating a suite of 10+ reporting tools for ad-hoc requests and quick turnaround scenariosData Acquisition• Leveraged SQL to cross-reference two disparate datasets in order to develop a target customer onboarding list for new product that led to onboarding +1000 accounts to the service Show less
Associate
Mar 2020 - nowAnalyst
Nov 2017 - Mar 2020
Licenses & Certifications

SQL Training (Basic)
BlackRockSept 2019- View certificate

Excel 2016 Essential Training
Lynda.comOct 2017 
Certificate of International Studies in Business
University of WashingtonJun 2017
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