Aidan Daly in

Aidan Daly

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Investment Analyst II at Cetera Financial Group
📍 Lewisville, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
4 Years
Current Role
Investment Analyst II
Job Level
Junior
Location
Lewisville, Texas, United States
Personality Overview

How Aidan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Aidan cares about

Strategic Priorities
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Career

Work history

8-2024
Investment Analyst II
Cetera Financial Group
5-2023 - 8-2024
Investment Analyst II - Absolute Return
Indiana Public Retirement System
1-2022 - 5-2023
Investment Analyst - Public Markets
Indiana Public Retirement System
6-2021 - 8-2021
Private Wealth Management Intern
Verde Capital Management
6-2020 - 12-2020
Private Wealth Management Intern
Valeo Financial Advisors LLC
In the press

Media appearances

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Education
8-2017 - 12-2021
Bachelor of Science - BS
Miami University
2014 - 2017
Graduated Suma Cum Laude 4.22 Gpa
Hudson High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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