Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2020-04-07 | McDaniel, Connie D.YOB: 1958Portfolios Overseen: 70 Class III Trustee of VGI since 2020, term expires at the 2021 Annual Meeting Class III Director of ZTR since 2020, nominee for term expiring 2023 Retired. Vice President, Chief of Internal Audit, Corporate Audit Department (2009 to 2013); Vice President Global Finance Transformation (2007 to 2009); and Vice President and Controller (1999 to 2007), The Coca-Cola Company The Audit Committee’s current members are Brian T. Zino, Chairman; Donald C. Burke; John R. Mallin; and Connie D. McDaniel. ... The following table provides information regarding the compensation of the Independent Directors, Advisory Board Members and Honorary Board Members for the year ended December 31, 2019. ... Connie D. McDaniel+ ... Total Compensation from the Funds and Fund Complex(1) $280,000.00 |
| 2021-04-09 | McDaniel, Connie D. YOB: 1958 Portfolios Overseen: 92 Class III Trustee of VGI since 2020, nominee for term expiring 2024 Class III Director of ZTR since 2020, term expires at the 2023 Annual Meeting Retired Audit Committee. The Audit Committee’s current members are Donald C. Burke; John R. Mallin; Connie D. McDaniel, Chairperson; and Brian T. Zino. |
| 2022-04-12 | Connie D. McDaniel. YOB: 1958. Class III Trustee of VGI since 2020, term expires at the 2024 Annual Meeting. Class III Director of ZTR since 2020, term expires at the 2023 Annual Meeting. Retired (since 2013); and Vice Retired (since 2013). Vice President, Chief of Internal Audit, Corporate Audit Department (2009 to 2013); Vice President Global Finance Transformation (2007 to 2009); Vice President and Controller (1999 to 2007), The Coca-Cola Company. Trustee (since 2022), Virtus Stone Harbor Emerging Markets Income Fund and Virtus Stone Harbor Emerging Markets Total Income Fund; Trustee (since 2021), The Merger Fund®, The Merger Fund® VL, Virtus Event Opportunities Trust (2 portfolios), Virtus Investment Trust (13 portfolios) and Virtus Strategy Trust (11 portfolios); Director (2020 to 2021), Duff & Phelps Select MLP and Midstream Energy Fund Inc.; and Director (since 2020), Virtus Total Return Fund Inc.; Trustee (since 2020), Virtus Global Multi-Sector Income Fund; Director (since 2019), Global Payments Inc.; Chairperson (since 2019), Governance & Nominating Committee, Global Payments Inc; Trustee (since 2017), Virtus Mutual Fund Family (61 portfolios), Virtus Variable Insurance Trust (8 portfolios), and Virtus Alternative Solutions Trust (2 portfolios); Director (since 2021), North Florida Land Trust; Director (2014 to 2019), Total System Services, Inc.; Member (since 2011) and Chair (2014 to 2016), Georgia State University, Robinson College of Business Board of Advisors; and Trustee (2005 to 2017), RidgeWorth Funds. Aggregate Compensation from the Funds: $14,775.84. |
| 2023-04-11 | Connie D. McDaniel. YOB: 1958. Class III Trustee of VGI since 2020, term expires at the 2024 Annual Meeting. Class II Trustee of EDI since 2022, term expires at the 2024 Annual Meeting. Class III Director of ZTR since 2020, nominee for term expiring 2026. Retired (since 2013). Vice President, Chief of Internal Audit, Corporate Audit Department (2009 to 2013); Vice President Global Finance Transformation (2007 to 2009); and Vice President and Controller (1999 to 2007), The Coca-Cola Company. Committees: Audit Committee, Compliance Committee. Compensation total: $385,000. |
| 2024-04-09 | Connie D. McDaniel. YOB: 1958. Class II Trustee of AIO since 2023, nominee for term expiring 2027; Class I Trustee of CBH since 2023, nominee for term expiring 2027; Class I Trustee of NCV since 2023, nominee for term expiring 2025; Class I Trustee of NCZ since 2023, term expires at the 2024 Annual Meeting; nominee for Class III Trustee of NCZ for term expiring 2027; Class I Trustee of ACV since 2023, nominee for term expiring 2025; Class I Trustee of NFJ since 2023, nominee for term expiring 2027; Class II Trustee of NIE since 2023, nominee for term expiring 2027; Class III Trustee of VGI since 2020, nominee for term expiring 2027; Class II Trustee of EDF since 2022, term expires at the 2025 Annual Meeting; Class III Director of ZTR since 2020, term expires at the 2026 Annual Meeting. Audit Committee Member; Executive Committee Member; Contracts Committee Member. |
| 2025-04-08 | Connie D. McDaniel. Ms. McDaniel, currently retired, has extensive domestic and international business experience, particularly with respect to finance, strategic planning, risk management and risk assessment functions. She is retired from The Coca-Cola Company, where she served as Vice President and Chief of Internal Audit, Corporate Audit Department (2009 to 2013), Vice President, Global Finance Transformation (2007 to 2009), Vice President and Controller (1999 to 2007), and held various management positions (1989 to 1999). While at The Coca-Cola Company, Ms. McDaniel chaired that company’s Ethics and Compliance Committee (2009 to 2013) and developed a knowledge of corporate governance matters. Prior to The Coca-Cola Company, she was associated with Ernst & Young (1980 to 1989). Ms. McDaniel served as Independent Trustee of the RidgeWorth Funds Board of Trustees from 2005 to 2017. She was Chairman of the RidgeWorth Funds Audit Committee (2008 to 2017), designated Audit Committee Financial Expert (2007 to 2017) and a member of the RidgeWorth Funds Governance and Nominating Committee (2015 to 2017). Ms. McDaniel also served as a Director of Total System Services, Inc. (2014 to 2019). She currently serves as a Director of Global Payments Inc. (since 2019) and as a Director of North Florida Land Trust (since 2021). Ms. McDaniel served as Chair of the Georgia State University Robinson College of Business Board of Advisors (2014 to 2016) and served as a member of the Georgia State University Robinson College of Business Board of Advisors (2011 to 2022). She is also a director/ trustee of open-end and closed-end funds managed by the Adviser and its affiliates. |
Data sourced from SEC filings. Last updated: 2025-12-07