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
- 2026 -now Client Team Operations Manager @
- 2024 -2026 Integration Manager @
- 2022 -2024 Operations Manager @
- 2020 -2022 Associate Operations Director @
- 2019 -2019 Manager, Relationship Management @
- 2018 -2019 Relationship Manager @
- 2014 -2018 Business Development Specialist @
- 2013 -2014 Executive Assistant, Member Firm Development @
- 2010 -2013 Front Desk Coordinator @
Danielle McDonald Education
- University of Oregon
Bachelor of Arts - BA (IBEC (International Business and Economics Club), Camp Adventure Child & Youth Services, University Gospel Choir)
2004-2008 - AHA International - Siena, Italy
Italian Language, Literature, and Culture (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 IBEC (International Business and Economics Club), Camp Adventure Child & Youth Services, University Gospel Choir @ 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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Top Coldstream Wealth Management Employees
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