Sean M. Daly, CFA
Login to view DISC.Sean M. Daly is the Sales Director at Conquest Planning Inc. , leveraging his background in wealth management from his time at Cerulli Associates to drive sales. A CFA Charterholder, he holds a Bachelor of Arts from the College of the Holy Cross and focuses on technology-driven financial advice.
Based on his professional focus, he is deeply interested in the evolution of the wealth management industry and the role technology plays in its future. His activities suggest a passion for helping financial firms grow and adopt new, efficient planning tools.
Unique fact: He highlighted a moment where a client CEO personally ran a product demo to his 100-advisor RIA, emphasizing the softwares user-friendliness.
Read the full overview →How Sean shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Sean cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.