Daisy Calderon in

Daisy Calderon

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Underwriting Coordinator at IRUS
📍 Chicago, Illinois, United States

Daisy is an insurance and financial services professional with over four years of experience, specializing in underwriting and client relationship management. A graduate of Temple Universitys Bachelor of Business Administration program, she holds Series 7 and various insurance licenses, focusing on creating streamlined, goal-oriented strategies for clients.

Outside of her direct professional role, Daisy maintains a strong connection to her alma mater, Temple University, where she was an Allocation Committee Board Member. She is passionate about building personalized connections and helping clients navigate complex financial processes to achieve their long-term goals.

Unique fact: Daisy has direct experience in financial governance from her time as a board member for Temple Universitys Allocation Committee.

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Experience
5 Years
Current Role
Underwriting Coordinator
Location
Chicago, Illinois, United States
Personality Overview

How Daisy 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 Daisy cares about

Retirement Planning
Actively shares advice on retirement contributions, compounding, and financial strategies, encouraging clients to understand their long-term options.
Client Financial Strategy
Emphasizes building personal relationships to develop and manage financial strategies that align with a client's specific, evolving goals.
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Career

Work history

2-2020 - 12-2024
Underwriting Coordinator
IRUS
12-2018 - 6-2019
Financial Professional
AXA Advisors, LLC
8-2015 - 11-2015
Allocation Commitee Board Member
Temple University
3-2013 - 8-2013
Intern
City of Chicago
In the press

Media appearances

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Education
2014 - 2018
Bachelor of Business Administration (B.B.A.)
Temple University
2010 - 2014
High School Diploma
Whitney M. Young High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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