Ann Mcdaniel is a high-level expert, who works in Calamos Investments main office of which is in 376. on the position of Project Manager from 2013. Ann Mcdaniel gained professional experience in more than five positions at various companies. Ann Mcdaniel went to the The University of Alabama and got education there from 1995 to 1997. This professional has such qualifications as Registered Paraplanner, Nasd Series 7, and Nasd Series 9. Chicago, Illinois is the city, where this professional was known to settle. The person's phone number and email can be accessed through SoftwareOfficial on demand.
Name variants:
Anna Mcdaniel,
Annabel Mcdaniel,
Deanne Mcdaniel,
Hannah Mcdaniel,
Marianne Mcdaniel,
Susan Mcdaniel
Last updated Jul 02, 2024
Contact Information
Last Update
Jul 11, 2022
Email
am**@calamos.com, an**@comcast.net
Location
Chicago, IL
Company
Workplace
Project Manager
Naperville, IL
Industry
Financial Services, Open-End Management Investment, Security Brokers and Dealers
Colleagues
Work History
Project Manager
2020 Calamos Ct, Naperville, IL 60563
Calamos Investments is a diversified global investment manager committed to excellence in investment management and client service. Calamos was founded in 1977 by John P. Calamos, Sr. who so...
from Apr 1, 2013
Registered Client Service Manager
880 Carillon Pkwy, St Petersburg, FL 33716
Primary client liaison at the second largest Raymond James branch in Illinois. Versatile manager responsible for all aspects of client service, meeting preparation, bookkeeping and compliance.
Feb 2009 — Apr 2013
Registered Associate
1585 Broadway, New York, NY 10003
Primary administrative support to 5 financial advisors with institutional and private assets. Special expertise in exercising employee stock options and client acquisition of initial public ...
Dec 1999 — Feb 2009
Customer Service Representative
Senior customer representative for $75-million community bank. Pre-qualified consumer lending applications, opened consumer banking accounts, conducted internal traveler's check, safekeeping...
Jun 1998 — Dec 1999
Director of Executive Services
Strategic planner in a start-up healthcare corporation specializing in ambulatory oncology. Created financial projections and provided strategic recommendations for new market opportunities.
Mar 1997 — May 1998
Education
1995 — 1997
1986 — 1990
Occupations
Project Manager
Executive
Manager
Accountant
Finance and Accounting Specialist
Service Manager
Project Managers
Operations Manager
Accounting Bookkeeper
Bookkeeper
Service Operations Expert
Skills
Series 7
Series 9
Series 10
Series 63
Series 66
Registered Paraplanner
Uniform Combined State Law
Strategy
Project Management