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
- 2025 -now Vice President, Regional Director - Alternatives @
- 2024 -2025 Regional Director - Alternative Solutions @
- 2013 -2024 Vice President - Regional Wealth Consultant @
- 2012 -2013 Senior Vice President - Business Development and Relationship Management @
- 2000 -2012 Vice President - Regional Director @
- 1997 -2000 Regional Marketing Consultant @ Liberty Financial Companies (Keyport Life / Liberty Funds Distributiors Inc.)
- 1996 -1997 Sales and Marketing and Client Service Associate @ Keyport Life Insurance Company
Michael Daly Education
- Saint Michael's College
BA
1991-1995
Michael Daly Skills
- Financial Services
- Private Equity
- Relationship Management
- Banking
- Fixed Annuities
- Equities
- Wealth Management
- Series 7
- Investment Advisory
- Securities
- Alternative Investments
- Series 66
- Mutual Funds
- Asset Management
- Portfolio Management
- Asset Allocation
- Investments
- Series 63
- Trading
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 Financial Services, Private Equity, Relationship Management, Banking, Fixed Annuities and more. Michael Daly has 3 mobile phone numbers on RocketReach.
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