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Brian Dailey Location
Boston, MA, US
Brian Dailey Work
Executive Director @ (January 2026 - Present)
Vice President, Sales Desk Manager - Wealth Strategies Group @ (January 2016 - January 2026)
Internal Specialist - Wealth Strategies Group @ (January 2014 - December 2015)
Senior Client Relations Associate @ (November 2013 - December 2013)
Client Relations Associate @ (March 2011 - October 2013)
Wealth Management Intern @ (June 2009 - August 2009)
Brian Dailey Education
Boston College Carroll School of Management
Master of Science in Finance
2018-2020
Boston College Carroll School of Management
Master of Business Administration - MBA
2016-2019
Gonzaga University
BA (Business Administration in Finance and Economics)
2006-2010
Brian Dailey Skills
Microsoft Excel
Accounting
Customer Service
Leadership
Management
Investments
Outlook
Financial Analysis
CRM
Asset Management
Portfolio Management
Process Improvement
Wealth Management
Sales
Vice Presidents
Risk Management
Handling Money
Los Angeles
Marketing
Market
Public Speaking
Asset Allocation
Weaknesses
Strategic Planning
Composition
Answering Phones
Databases
Pleasure
Finance
Brian Dailey Summary
Brian Dailey, based in Boston, MA, US, is currently a Executive Director at Morgan Stanley. Brian Dailey brings experience from previous roles at Eaton Vance and Parametric. Brian Dailey holds a 2018 - 2020 Master of Science in Finance @ Boston College Carroll School of Management. With a robust skill set that includes Microsoft Excel, Accounting, Customer Service, Leadership, Management and more. Brian Dailey has 2 emails and 1 mobile phone numbers on RocketReach.
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