Sean M. Daly, CFA
Examiner · DISC type csSean 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
They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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