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Dan Lonergan
Director at Brookfield Asset Management
Professional Background
Dan Lonergan is a seasoned professional in the finance and asset management sectors, boasting an impressive background that spans over several decades. With an extensive career marked by significant roles in prestigious financial institutions, Dan has established himself as a leading figure in financial management, investment strategies, and operations. Currently serving as a Director at Brookfield Asset Management, Dan has leveraged his expertise to guide and manage various asset management initiatives, contributing to the sustained growth and success of the organization.
Prior to his role at Brookfield, Dan held key positions at Apex Fund Services (US) Inc., where he worked his way up from Assistant Vice President to Vice President. His tenure at Apex equipped him with invaluable insights into fund services and operational efficiencies, allowing him to refine his skills in financial reporting and client management. His profound understanding of the complexities involved in fund management has made him an integral asset in every organization he has been part of.
Dan's career also includes significant experience at Deutsche Bank, where he served in multiple roles including Assistant Vice President and Associate. His time at Deutsche Bank not only provided him with exposure to high-stakes financial environments but also helped him develop strong analytical skills and an in-depth understanding of market dynamics. Furthermore, Dan started his career at Citco Fund Services as a Senior Fund Accountant, where he gained foundational knowledge in accounting practices within the investment sector.
Throughout his career, Dan has exemplified exceptional leadership and diligence, ensuring consistent delivery of high-quality services to clients and stakeholders alike. His journey reflects a commitment to excellence and a passion for finance that drives him to continuously seek innovative solutions in asset management.
Education and Achievements
Educationally, Dan Lonergan studied at the National College of Ireland, where he earned a Bachelor's degree in Accounting and Human Resource Management (HRM). This dual focus provides him with a unique blend of financial acumen and people management skills, essential for navigating the complexities of today's corporate landscape. Dan's educational foundation has empowered him to approach finance not just as a numbers game, but as a strategic element that requires a human-centric approach.
Dan's achievements in the financial sector are numerous, showcasing his ability to lead and adapt to the ever-evolving demands of the industry. His professional development is marked by his impactful contributions to financial strategies that have delivered significant results for various organizations. Through a combination of strategic thinking, superior analytical abilities, and a commitment to fostering strong relationships with stakeholders, Dan continues to make a meaningful impact in the finance community.
Achievements
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Director at Brookfield Asset Management: Leading the company's asset management efforts and contributing to significant growth in portfolio performance.
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Vice President at Apex Fund Services (US) Inc.: Overseeing fund operations and ensuring high standards of client service and operational efficiency.
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Assistant Vice President at Deutsche Bank: Playing a pivotal role in financial operations, enhancing reporting accuracy, and ensuring compliance with global standards.
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Senior Fund Accountant at Citco Fund Services: Developing a strong foundation in fund accounting that bolstered his ability to manage complex financial scenarios.
With an illustrious career underscored by his broad expertise and dedication, Dan Lonergan is known in the finance industry as a trusted leader. His commitment to excellence and innovation continues to shape the future of asset management and finance.
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Keywords: Finance, Asset Management, Brookfield Asset Management, Apex Fund Services, Deutsche Bank, Investment Strategies, Accounting, Fund Management, Career Development, Leadership, Human Resources Management, National College of Ireland.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
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