Jake Daly Email & Phone Number
Advisor - Senior Director, Retirement Services @ Willis
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Jake Daly Location
- San Diego, CA, US
Jake Daly Work
- 2020 -now Advisor - Senior Director, Retirement Services @
- 2019 -2020 Retirement Plan Consultant @
- 2015 -2019 Advisor @
- 2010 -2015 Advisor @
Jake Daly Education
- Sonoma State University
Bachelor of Science - BS (Finance)
- United States Air Force Academy
Jake Daly Skills
- Negotiation
- Strategic Partnerships
- Establishing Relationships
- Business Development
- Investment Management
- Investments
- Operations Management
- Written Communication
- Presentation Skills
- Client Operations
- Fiduciary Services
- ERISA
- 404 Compliance
- Institutional Investments
- Record Keeping
Jake Daly Summary
- Jake Daly, based in San Diego, CA, US, is currently a Advisor - Senior Director, Retirement Services at WTW. Jake Daly brings experience from previous roles at Empower, Marsh & McLennan Agency - West and JPMorgan Chase & Co.. Jake Daly holds a Bachelor of Science - BS in Finance @ Sonoma State University. With a robust skill set that includes Negotiation, Strategic Partnerships, Establishing Relationships, Business Development, Investment Management and more. Jake Daly has 2 emails and 3 mobile phone numbers on RocketReach.
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