Patrick Dailey Email & Phone Number
Manager, Origination @ Beacon Software
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Patrick Dailey Location
- Toronto, ON, CA
Patrick Dailey Work
- Manager, Origination @ (February 2026 - Present)
- Corporate Development Manager @ (January 2022 - October 2025)
- Business Development Manager @ (March 2020 - December 2021)
- Financial Advisor Associate @ (February 2018 - March 2020)
- Business Development Specialist @ BMO Nesbitt Burns (January 2018 - February 2018)
Patrick Dailey Education
- University of Guelph
Bachelor of Commerce (Economics and Finance)
2012-2017
Patrick Dailey Skills
- Account Portfolio Management
- Acquisitions
- Building Business Relationships
- Canadian Securities Course
- Client Communication
- Coaching
- Commerce
- Corporate Outreach
- Customer Retention
- Data Reporting
- ETFs
- Financial Advisory
- Financial Goals
- Financial Product Development
- Graphic Design Project Management
- IT Outsourcing
- Investment Advisory
- Investment Analysis
- Investment Performance
- Investor Development
- M&A analysis
- Market Data
- Newsletters
- Onboarding
- Reporting & Analysis
- Retirement Planning
- Sales Strategy
- Sales Territory Management
- Software Development
- Strategic Account Acquisition
- Strategic Account Growth
- Strategic M&A
- Teamwork
- Technology Development
- Thomson One Analytics
- Valuation
- Wealth Management
Patrick Dailey Summary
- Patrick Dailey, based in Toronto, ON, CA, is currently a Manager, Origination at Beacon Holdings. Patrick Dailey brings experience from previous roles at Banyan Software, Mackenzie Investments, Manulife Securities and BMO Nesbitt Burns. Patrick Dailey holds a 2012 - 2017 Bachelor of Commerce in Economics and Finance @ University of Guelph. With a robust skill set that includes Account Portfolio Management, Acquisitions, Building Business Relationships, Canadian Securities Course, Client Communication and more. Patrick Dailey has 2 emails and 1 mobile phone numbers on RocketReach.
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