Suzanne Daly Email & Phone Number
Vice President- Model Portfolios Business Development @ Fidelity Investments
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Suzanne Daly Location
- Charlotte, NC, US
Suzanne Daly Work
- Vice President- Model Portfolios Business Development @ (September 2020 - Present)
- Vice President Solutions and Platform Consulting @ (January 2018 - September 2020)
- Vice President-Managed Accounts @ (January 2015 - July 2018)
- Director-Managed Account Consultant @ (May 2013 - January 2015)
- Senior Investment Product Manager @ (November 2011 - May 2013)
- Senior Business Consultant @ (February 2006 - September 2012)
- Deployment Consultant @ (October 2004 - February 2006)
Suzanne Daly Education
- Northeastern University
Master of Business Administration (International Business)
2010-2011 - Tufts University
Bachelor of Arts (Economics, German, Political Science)
1999-2003
Suzanne Daly Skills
- Securities
- Training
- Strategy
- Marketing
- Series 7
- Microsoft Office
- Investments
- Research
- Mutual Funds
- Product Management
- Portfolio Management
- Leadership
- Microsoft Excel
- Management
- Equities
- Series 63
- Financial Services
Suzanne Daly Summary
- Suzanne Daly, based in Charlotte, NC, US, is currently a Vice President- Model Portfolios Business Development at Fidelity Investments. Suzanne Daly brings experience from previous roles at Fidelity Investments. Suzanne Daly holds a 2010 - 2011 Master of Business Administration in International Business @ Northeastern University. With a robust skill set that includes Securities, Training, Strategy, Marketing, Series 7 and more. Suzanne Daly has 1 emails and 1 mobile phone numbers on RocketReach.
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