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Callie McDaniel
Callie McDaniel is a business unit controller at SVB Capital, responsible for the operations, financial reporting and tax compliance of its investment funds. Callie also manages portfolio company financings and valuations.
Prior to SVB, Callie was a managing director at UMB Fund Services (previously J.D. Clark & Company), responsible for overseeing the audit team, business analyst team and three fund accounting teams. She led two key system integrations, implemented best practices for audit report preparation and assisted in the growth of $19 billion in assets under administration through a key client relationship during her more than two years as managing director. Callie was also previously an audit manager and fund accounting manager at UMB Fund Services, providing her accounting and administration services to various clients, entities, fund structures, strategies and fund types.
Callie graduated from Boise State University with a bachelor’s degree in accounting and later earned an MBA from Utah State University. Callie is a registered CPA in Utah and a member of the American Institute of Certified Public Accountants (AICPA).
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Prior to SVB, Callie was a managing director at UMB Fund Services (previously J.D. Clark & Company), responsible for overseeing the audit team, business analyst team and three fund accounting teams. She led two key system integrations, implemented best practices for audit report preparation and assisted in the growth of $19 billion in assets under administration through a key client relationship during her more than two years as managing director. Callie was also previously an audit manager and fund accounting manager at UMB Fund Services, providing her accounting and administration services to various clients, entities, fund structures, strategies and fund types.
Callie graduated from Boise State University with a bachelor’s degree in accounting and later earned an MBA from Utah State University. Callie is a registered CPA in Utah and a member of the American Institute of Certified Public Accountants (AICPA).
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