Ann McDaniel Email & Phone Number
Senior Operations Lead @ SAGE Private Wealth Group
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Ann McDaniel Location
- Chicago, IL, US
Ann McDaniel Work
- Senior Operations Lead @ (December 2025 - Present)
- Manager | Senior Project Consultant @ (June 2021 - December 2025)
- Project Manager @ (April 2013 - June 2021)
- Registered Client Service Manager @ (February 2009 - April 2013)
- Registered Associate @ (December 1999 - February 2009)
Ann McDaniel Education
- The University of Alabama
Master of Business Administration (MBA) (Finance, General)
1995-1997 - Millikin University
Bachelor's Degree
1986-1990
Ann McDaniel Skills
- Series 7
- Series 9
- Series 10
- Series 63
- Series 66
- Registered Paraplanner
- Uniform Combined State Law
- Strategy
- Project Management
- Nursing
- Hospitals
Ann McDaniel Summary
- Ann McDaniel, based in Chicago, IL, US, is currently a Senior Operations Lead at SAGE Private Wealth Group. Ann McDaniel brings experience from previous roles at SS&C Black Diamond Wealth Solutions, Calamos Investments, Raymond James & Associates, Inc and Morgan Stanley Smith Barney. Ann McDaniel holds a 1995 - 1997 Master of Business Administration (MBA) in Finance, General @ The University of Alabama. With a robust skill set that includes Series 7, Series 9, Series 10, Series 63, Series 66 and more. Ann McDaniel has 1 emails and 1 mobile phone numbers on RocketReach.
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