Danielle McDonald Email & Phone Number
Client Team Operations Manager @ Coldstream Wealth Management
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Danielle McDonald Location
- Portland, OR, US
Danielle McDonald Work
- Client Team Operations Manager @ (January 2026 - Present)
- Integration Manager @ (July 2024 - January 2026)
- Operations Manager @ (July 2022 - July 2024)
- Associate Operations Director @ (April 2020 - July 2022)
- Manager, Relationship Management @ (May 2019 - December 2019)
- Relationship Manager @ (August 2018 - May 2019)
- Business Development Specialist @ (June 2014 - August 2018)
- Executive Assistant, Member Firm Development @ (March 2013 - June 2014)
- Front Desk Coordinator @ (December 2010 - March 2013)
Danielle McDonald Education
- University of Oregon
Bachelor of Arts - BA (International Studies, Business, and Italian Language)
2004-2008 - AHA International - Siena, Italy
Italian Language (Literature, and Culture)
2007-2007
Danielle McDonald Skills
- Relationship Management
- Project Management
- Change Management
- Event Planning
- Office Administration
- Onboarding
- Process Improvement
- Microsoft Office
- SharePoint
- Leadership
- Client Service
- Problem Solving
- Customer Service
- SmartOffice
- Training & Development
- Operational Execution
- Relationship Building
- Integration
- Client Onboarding
- Outlook
- Banking
- Microsoft Excel
- PowerPoint
- Microsoft Outlook
- Microsoft Word
- Training and Development
- Life Insurance
Danielle McDonald Summary
- Danielle McDonald, based in Portland, OR, US, is currently a Client Team Operations Manager at Coldstream. Danielle McDonald brings experience from previous roles at Coldstream, Arnerich Massena, Inc and M Financial Group. Danielle McDonald holds a 2004 - 2008 Bachelor of Arts - BA in International Studies, Business, and Italian Language @ University of Oregon. With a robust skill set that includes Relationship Management, Project Management, Change Management, Event Planning, Office Administration and more. Danielle McDonald has 2 emails and 3 mobile phone numbers on RocketReach.
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