Callie McDaniel

Callie McDaniel, CPA, is an accomplished finance professional with extensive experience in fund services and investment management. Currently serving as Managing Director at UMB Fund Services since July 2021, Callie leads a team that excels in asset servicing solutions for registered and alternative investment funds. Prior to this role, Callie was the Business Unit Controller for SVB Capital, where responsibilities included managing financial operations for a significant investment platform focused on the Innovation Economy. Callie's tenure at UMB Bank from 2004 to 2020 featured progressive roles, culminating in leadership positions overseeing financial reporting, audits, and fund accounting for various investment clients. Callie holds an MBA from Utah State University and a Bachelor’s degree in Accounting from Boise State University.