Conor Daly
Math & Economics Student-Athlete at Washington University in St. Louis
- Role
- Financial Advisor Assistant at 1847financial
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Conor Daly
I graduated from Washington University in St. Louis (WashU) in May 2026 with a degree in…
Experience
Financial Advisor Assistant
Jun 2025 — Present
Recruit clients to talk to a financial advisor by reaching out to 200 prospective professionals per week using various client engagement strategies- Engage with clients alongside financial advisor meetings to discuss investment goals and build relationships- Run product illustrations and submit client applications for annuity and insurance products- Maintain confidential client records, notes, and documents using Redtail CRM and eMoney Advisor
Education
Washington University in St. Louis
Math and Economics
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