Quinn McDaniel

• Serve as the primary point of contact for high-net-worth clients and custodians (Fidelity & Schwab), ensuring seamless onboarding and account maintenance through meticulous review and processing of custodial documentation with 100% compliance • Collaborate closely with financial advisors to align client goals with tailored wealth management strategies, while also addressing unexpected ad-hoc requests with critical thinking and problem-solving skills to develop and execute effective solutions under minimal direction • Enhance client experience by maintaining responsive, transparent communication, providing timely updates, and proactively addressing client needs, always going above and beyond to exceed expectations and foster long-term, trust-based relationships

• Facilitated high-value client transactions, processing $100K–$1M+ weekly via ACH, wire transfers (domestic/international), checks, and internal transfers with speed, accuracy, and risk awareness • Delivered exceptional client service by managing onboarding, account maintenance, and multicustodian coordination; acted as a key liaison across advisors, custodians, and internal teams to ensure seamless and proactive support • Oversaw complex tax and compliance functions, including 1099 reporting and RMD calculations, while executing advisor requests and time-sensitive projects for 20+ wealth advisors with precision and regulatory adherence

• Delivered cross-functional support to Senior Wealth Planners through creation of sophisticated financial plans, strategic presentation materials, and technical analyses, while capturing pivotal insights and actionable opportunities during client meetings to drive planning initiatives • Leveraged industry-standard financial tools to deliver expert-level portfolio construction, risk analysis, financial planning strategies, and multifaceted wealth management solutions • Streamlined financial planning processes by analyzing and integrating complex financial client documentation into specialized planning software, ensuring data accuracy while providing crucial support to Associate Advisors

• Cultivated critical administrative functions for three investment management firms with assets under management between $1 billion and $9 billion • Coordinated funds' operational, financial, and regulatory requirements, including creating semi-annual and annual SEC filings, providing boards of directors with holistic reporting materials, and conducting all compliance testing required by the SEC, IRS, and prospectus-mandated limitations • Conducted precise calculation of fund performance metrics, including monthly and annual income analysis, while determining and administering shareholder capital gain distributions to ensure regulatory compliance

• Analyzed monthly financial statements, investigated variances and identified root causes for issues, and worked with department leaders to educate, train, and correct to mitigate future impacts • Reported to and worked alongside the Plant Finance Manager to assist in various projects while utilizing Excel, ERP reporting, critical thinking, and time management/prioritization • Used Epicor (ERP software) to pull and analyze data to complete ad-hoc projects for supply chain, sales, logistics, and operations leaders • Responsible for key performance indicators (KPI) on productivity, warranty, freight, and other miscellaneous monthly reporting • Investigated over $600K of compliance issues, related to international inventory, resulting in a reduction of importation expenses and penalties • Trained and onboarded an incoming staff accountant on activities and projects completed during internship

• Earned Life, Accident & Health License through Northwestern Mutual sponsorship, positioning for future Series 6 and 63 certifications to expand client service capabilities • Developed and executed personalized financial security strategies for diverse client portfolio, incorporating comprehensive risk analysis and long-term planning objectives • Independently managed full client lifecycle, from prospect identification through strategy implementation, while maintaining a flexible schedule to accommodate both client needs and academic commitments • Collaborated with senior mentor to refine business development techniques and financial advisory skills through structured professional development program

• Traveled to different graduation ceremonies at various academic institutions • Sold graduation products to families of graduates • Handled money and completed sales sheets at the end of trips

• Assisted the billing department with many tasks using their MAS database • Helped the pricing department with populating files using Excel that helped create a profitability tool for homeowners associations • Pulled and filed tickets as well as distributed invoices to the proper employees