Erik Daly Email & Phone Number
SVP, Sr. Relationship Manager @ Fulton Bank
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Erik Daly Location
- Baltimore, MD, US
Erik Daly Work
- 2022 -now SVP, Sr. Relationship Manager @
- 2021 -2022 Director Of Business Development @
- 2019 -2020 Partner @ Maven Capital Advisors, LLC
- 2015 -2019 Senior Vice President, Managing Director, Senior Business Development Officer @
- 2010 -2015 Vice President, Director, Senior Business Development Officer @
- 2007 -2010 Market Director, Greater Washington @
- 2006 -2007 Vice President, Business Development Officer, Greater Washington @
- 2003 -2006 Portfolio Manager @
- 1997 -2003 Financial Advisor @
Erik Daly Education
- Roanoke College
Bachelor of Arts (English Language and Literature, General)
1991-1994
Erik Daly Skills
- Business Development
- Asset Management
- Institutional Investments
- Financial Advisory
- Portfolio Management
- Retirement Planning
- Strategy
- Investment Management
- Trading
- Finance
- Wealth Management Services
- Asset Allocation
- ETFs
- Sales
- Retirement Income Strategies
- Fixed Income Portfolio Management
- Mutual Funds
- Management
- Equities
- Fund Of Funds
- Personal Financial Planning
- Qualified Retirement Plans
- Alternative Investments
- Valuation
- Strategic Partnerships
- Strategic Planning
- Retirement Plan Consulting
- Defined Contribution
- Endowments
- Wholesale
- Investments
- Retirement
- Defined Benefit
- Due Diligence
- JavaScript
- Microsoft Excel
- Public Speaking
- Project Management
- Business Analysis
Erik Daly Summary
- Erik Daly, based in Baltimore, MD, US, is currently a SVP, Sr. Relationship Manager at Fulton Bank. Erik Daly brings experience from previous roles at BDO USA, LLP, Maven Capital Advisors, LLC and PNC. Erik Daly holds a 1991 - 1994 Bachelor of Arts in English Language and Literature, General @ Roanoke College. With a robust skill set that includes Business Development, Asset Management, Institutional Investments, Financial Advisory, Portfolio Management and more. Erik Daly has 2 emails and 1 mobile phone numbers on RocketReach.
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