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Sarah D McDaniel, CFA

Head of Enterprise Enablement @Vanilla

Sarah D McDaniel, CFA, is an entrepreneurial financial services executive with over 20 years of experience in blending vision, strategy, execution, and education at the convergence of finance, fintech, and art to democratize scalable solutions for clients.

She is a trailblazer known for developing and optimizing products, services, and programs by focusing on people, process, and technology, streamlining operations and automating sustainable solutions to enhance value-added activities.

With a strong foundation in building relationships, Sarah has worked with diverse clients, including Ultra-High Net Worth individuals, family offices, international clients, pensions, endowments, foundations, and other tax-exempt and deferred entities.

As an innovative content creator, she documents intellectual property to amplify best practices and strategically targets distribution for services and products to cater to client segments and advisors.

Sarah's educational background includes a Master of Business Administration (MBA) from the London Business School, a Bachelor of Arts (BA) in Art History from Dartmouth College, and studies at The Taft School.

Throughout her career, Sarah has held key positions such as Head of Enterprise Enablement at Vanilla, Managing Director at Morgan Stanley, Portfolio Manager in Equity and Fixed Income at Brown Brothers Harriman, and Manager in Trust, Tax & Estates at Christie's.

Sarah D McDaniel, CFA
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Location

New York, New York, United States