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Dana Daly

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Dana Daly

Member | InvestorFlow

New York, New York, United States

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Dana Daly

Summary

Dana Daly is a dynamic client success and sales professional based in New York, specializing in SaaS and change management. With a strong background in banking and financial services, Dana has a proven track record of enhancing client satisfaction and retention through strategic initiatives. She is passionate about employee experience and is actively involved in mentoring and coaching others. Her expertise spans across various domains including project management, training facilitation, and innovative learning solutions. Dana's unique blend of wit and humor complements her professional approach, making her a relatable leader. As a DEI champion, she is committed to fostering inclusive environments. Her experience with organizations like Chief and Investorflow showcases her dedication to empowering women in leadership roles.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Startup Experience

Corporate Experience

Dana Daly

Work Experience

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Member at

Chief

November 2022 - Present

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Managing Director, Client Success at

InvestorFlow

April 2022 - Present

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Head of Client Success & Enablement at

Cloud Theory

August 2021 - April 2022

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Director - Change Management at

Cloud Theory

March 2020 - August 2021

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Change Agent - CRM & Analytics at

Jefferies Group Inc

August 2018 - March 2020

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Director - Global Education at

S&P Global

January 2015 - January 2017

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Senior Manager - Global Education at

S and P Capital LLC

January 2012 - January 2015

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Sales & Product Consultant at

S And P Global Ratings

October 2007 - January 2012

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Corporate Sales Trainer at

Citi

June 2005 - October 2007

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Dana Daly

Education

City University of New York, Bachelor's Degree

City University of New York, Master Of Science (Ms)

Frequently Asked Questions about Dana Daly

What is Dana Daly email address?

Dana Daly's primary email address is *********@investorflow.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Dana Daly work for?

Dana Daly is a Member at InvestorFlow, a company specializing in Prepackaged software.

Where Dana Daly graduated from?

Dana Daly holds a degree in Business/Corporate Communications from City University of New York.

How can I directly contact Dana Daly?

To contact Dana Daly directly, you can use the email address *********@investorflow.com. Complete contact information is available upon registration with Muraena.

Who is Dana Daly?

Dana Daly is a dynamic client success and sales professional based in New York, specializing in SaaS and change management. With a strong background in banking and financial services, Dana has a proven track record of enhancing client satisfaction and retention through strategic initiatives. She is passionate about employee experience and is actively involved in mentoring and coaching others. Her expertise spans across various domains including project management, training facilitation, and innovative learning solutions. Dana's unique blend of wit and humor complements her professional approach, making her a relatable leader. As a DEI champion, she is committed to fostering inclusive environments. Her experience with organizations like Chief and Investorflow showcases her dedication to empowering women in leadership roles.

Dana`s contact details

mail

*********@investorflow.com

Colleagues

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Patrick Beedle

VP of Technical Client Enablement

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Todd Glasson

Chief Executive Officer

Taylor Heidorn

Chief of Global Services

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Spencer Holt

Chief Financial Officer

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Savanah Eichfeld

VP, People and Places

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Ben Mazza

Vice President Of Sales, North America

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James Cook

VP of DevOps | Global

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Diane Tristani

VP of Product Management

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Brian Marchand

Chief Product Officer

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Chance Tidyman

Vice President, Global Head of Sales

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