Danielle Ewen CFA
Nepean,ON
Summary
Proven leader in portfolio management and relationship building, with a track record of enhancing customer satisfaction and operational transitions at TD Asset Management and TD Securities. Expert in compliance standards and asset allocation, significantly managing high net worth portfolios and indexed fund of fund programs and improving team performance through strategic initiatives.
Overview
12
12
years of professional experience
Work History
Associate
TD Asset Management USA
02.2014 - 08.2015
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
- Responsible for US Private Investment Counsel implementation program managing investment strategies for high net worth discretionary portfolios.
- Co-ordinating successful transition of operations from Boston field office to Toronto head office and training of new team.
- Created policies, procedures and compliance standards for the TDAM USA's OCC-regulated wealth platform.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
Associate
TD Asset Management
08.2007 - 02.2014
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Created and implemented standards for asset allocation execution for TD Bank Financial Group fund of fund programs and Private Investment Counsel portfolios.
- Managed daily cash flows of TD Bank Financial Group indexed fund of fund programs, consisting of combined AUM of CAD $5.5B.
- Led Private Investment Counsel implementation program with AUM of CAD $14B, managing investment strategies for high net worth discretionary portfolios, including trade design and management of fixed income and equity orders for these portfolios.
Manager, Commercial Money Market
TD Securities
06.2003 - 08.2007
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Cross-trained existing employees to maximize team agility and performance.
- Responsible for issuing banker’s acceptances for borrowers and executing sale of money market and fixed income products for investors using discretionary pricing.
- Performed regular client visits and presentations; provided recommendations based on their specific short term borrowing or investment requirements.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Education
Bachelor of Arts - Political Science And Economics
Carleton University
Ottawa, ONMaster of Arts - Finance
University of Toronto, Rotman School of Management
Toronto, ONCFA Charterholder - Finance
CFA Institute
Charlottesville, VirginiaChartered Alternative Investment Analyst - Finance
CAIA Association
Amherst, MassachusettsSkills
Enterprise Risk Management
Relationship Building
Compliance and Regulation
Portfolio Management
Operations
Sales and Trading
Portfolio Analysis and Asset Allocation
Cash and Working Capital Management
Languages
French
Professional Working
Timeline
Associate
TD Asset Management USA
02.2014 - 08.2015
Associate
TD Asset Management
08.2007 - 02.2014
Manager, Commercial Money Market
TD Securities
06.2003 - 08.2007
Bachelor of Arts - Political Science And Economics
Carleton University
Master of Arts - Finance
University of Toronto, Rotman School of Management
CFA Charterholder - Finance
CFA Institute
Chartered Alternative Investment Analyst - Finance
CAIA Association
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