Callie McDaniel
Managing Director at UMB Fund Services
- Role
- Managing Director, Umb Fund Services at UMB Bank
- Location
- Ogden, UT, US
- LinkedIn followers
- 500 followers
About Callie McDaniel
Certified Public Accountant with 20 years of fund administration and leadership experience in the private debt, real estate, REIT, and venture capital fund strategies. 18 years of leading and managing teams in complex financial analysis and procedures. Active leader in strategic solutions to improve processes and streamline operations in a high-growth environment.
Experience
Managing Director, Umb Fund Services
Jul 2021 — Present · UT, US
UMB Fund Services is a national leader in registered and alternative investment fund services with decades of experience. UMB\'s credentialed team and robust technology platforms can help you navigate today’s asset servicing challenges. The team focuses on delivering high touch client service through a service-first approach supported by streamlined execution.
Education
Boise State University
Bachelor of Business Administration, Accounting
2001 — 2004
Utah State University
Master of Business Administration (MBA)
2010 — 2013
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