Michael Daly Email & Phone Number
Vice President, Regional Director - Alternatives @ Wellington Management
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Michael Daly Location
- Boston, MA, US
Michael Daly Work
- Vice President, Regional Director - Alternatives @ (August 2025 - Present)
- Regional Director - Alternative Solutions @ (April 2024 - July 2025)
- Vice President - Regional Wealth Consultant @ (December 2013 - January 2024)
- Senior Vice President - Business Development and Relationship Management @ (November 2012 - December 2013)
- Vice President - Regional Director @ (February 2000 - November 2012)
- Regional Marketing Consultant @ Liberty Financial Companies (Keyport Life / Liberty Funds Distributiors Inc.) (January 1997 - January 2000)
- Sales and Marketing and Client Service Associate @ Keyport Life Insurance Company (January 1996 - January 1997)
Michael Daly Education
- Saint Michael's College
BA
1991-1995
Michael Daly Skills
- Alternative Investments
- Analytical Skills
- Asset Allocation
- Asset Management
- Banking
- Business Analysis
- Business Development
- Business Strategy
- Capital Markets
- Collaborative Leadership
- Collaborative Problem Solving
- Communication
- Competitive Analysis
- Competitor Knowledge
- Consultative Approach
- Consultative Selling
- Creative Problem Solving
- Cross-Selling
- Customer Relationship Management (CRM)
- Driving Results
- Equities
- Financial Services
- Financing Alternatives
- Fixed Annuities
- Fixed-Income Investing
- Industry knowledge
- Investment Advisory
- Investments
- Key Account Relationship Building
- Market Research
- Market Segmentation
- Mutual Funds
- New Business Development
- Portfolio Management
- Presentation Skills
- Private Credit
- Private Equity
- Product Knowledge
- Product Launch
- Product Marketing
- Public Speaking
- Relationship Building
- Relationship Management
- Research Skills
- Retention Strategies
- Sales Leadership
- Sales Pipeline Development
- Sales Processes
- Securities
- Series 63
- Series 66
- Series 7
- Team Player
- Trading
- Travel Management
- Wealth Management
Michael Daly Summary
- Michael Daly, based in Boston, MA, US, is currently a Vice President, Regional Director - Alternatives at Wellington Management. Michael Daly brings experience from previous roles at Advisors Asset Management, Inc., The TCW Group, Contravisory Investment Management, Inc. and Congress Asset Management. Michael Daly holds a 1991 - 1995 BA @ Saint Michael's College. With a robust skill set that includes Alternative Investments, Analytical Skills, Asset Allocation, Asset Management, Banking and more. Michael Daly has 3 mobile phone numbers on RocketReach.
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