Susan Daley's Location
Waterloo, ON, CA
Susan Daley's Work
- Portfolio Manager, Investment Advisor @ Richardson Investments Llc
- Portfolio Manager @ PWL Capital Inc
- Associate @ PwC
- Investment Banking Intern @ Goldman Sachs
- Assurance Accountant @ EY
- Staffing Consultant @ Kelly Services China
Susan Daley's Education
- Wilfrid Laurier University
Honours BBA
2008 - 2012 - St. Thomas More Catholic Secondary School
High School Diploma
2004 - 2008
Susan Daley's Skills
- Financial Modeling
- Financial Analysis
- Wealth Management
- Investments
- Investment Management
- Personal Financial Planning
- PowerPoint
- Management
- Finance
- Financial Accounting
Susan Daley's Summary
Susan Daley, based in Waterloo, ON, CA, is currently a Portfolio Manager, Investment Advisor at Richardson Wealth, bringing experience from previous roles at PWL Capital Waterloo, PwC, Goldman Sachs and Ernst & Young. Susan Daley holds a 2008 - 2012 Honours BBA @ Wilfrid Laurier University. With a robust skill set that includes Financial Modeling, Financial Analysis, Wealth Management, Investments, Investment Management and more, Susan Daley contributes valuable insights to the industry. Susan Daley has 3 emails and 1 mobile phone number on RocketReach.
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