Meghan Daily
Director, Client Advisory at TwinFocus
- Role
- Director, Client Advisory at Twinfocus
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Meghan Daily
Experienced working directly with Ultra-High net worth clients, RIAs, and institutional investors. Particularly skilled in the creation and implementation of operational structures and programs, and developing and fostering strong client relationships. Passionate about providing extraordinary customer service and enhancing the client experience.
Experience
Director, Client Advisory
Mar 2022 — Present · Boston, MA, US
Education
Bentley University
Bachelor of Science
2002 — 2006
Skills
- Investments
- Asset Management
- Financial Services
- Microsoft Excel
- Powerpoint
- Wealth Management
- Client Relations
- Mutual Funds
- Salesforce.com
- Fixed Income
- Microsoft Office
- Organizational Leadership
- Portfoliocenter
- Customer Relationship Management (Crm)
- Management
- Finance
- Financial Analysis
- Leadership
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