Sarah McDaniel joins Vanilla as Head of Enterprise Enablement

We are thrilled to announce that Sarah McDaniel has joined Vanilla in the newly created role of Head of Enterprise Enablement. With her extensive industry experience and strategic insight, Sarah is set to lead our efforts in expanding and enhancing advisor enablement at RIAs and enterprise wealth divisions across our customer base.

Sarah brings a wealth of expertise to Vanilla. Her background in financial services and her dedication to advocating for and guiding innovative solutions for trust, tax, and estate practices make her an invaluable addition to our team. In her new role, Sarah will be instrumental in shaping the strategy for broadening our reach and increasing enablement for advisors.

“Sarah’s deep understanding of the industry and her forward-thinking approach will provide opportunities for Vanilla to provide new value streams to our customers,” said Gene Farrell, CEO of Vanilla. ‘We are confident that her leadership will drive significant advancements in our mission to empower advisors and improve their experience with our solutions.’

“We are excited to see the incredible impact she will make in her new role and look forward to deepening our partnerships with our enterprise customers,” said Nikkole Shamsuddin, SVP of Customer Success. 

Welcome, Sarah!

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