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Laura Daly Location
Chicago, IL, US
Laura Daly Work
Client Services Manager @ (March 2020 - Present)
Senior Client Service Associate @ Huber Financial Advisors, LLC (September 2017 - March 2020)
Compliance Officer and Client Relations @ (June 2015 - September 2017)
Director of Client Relations @ (August 2009 - June 2015)
Operations Manager @ (August 2000 - January 2009)
Laura Daly Education
Georgia State University
Bachelor of Science in Broadcast Journalism
1995-1999
Laura Daly Skills
Communication
Customer Relationship Management (CRM)
Customer Service
Customer Service Management
Investments
Leadership
Management
Microsoft Word
Project Management
Public Speaking
Relationship Building
Risk Management
Laura Daly Summary
Laura Daly, based in Chicago, IL, US, is currently a Client Services Manager at Savant Wealth Management. Laura Daly brings experience from previous roles at Huber Financial Advisors, LLC, Daly Investment Management LLC, Romano Wealth Management and Charles Schwab. Laura Daly holds a 1995 - 1999 Bachelor of Science in Broadcast Journalism @ Georgia State University. With a robust skill set that includes Communication, Customer Relationship Management (CRM), Customer Service, Customer Service Management, Investments and more. Laura Daly has 1 emails and 1 mobile phone numbers on RocketReach.
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