Michael Daly

Michael Daly is a high energy professional with an extensive career background in Risk Management, Operations, and Quality Control. His financial training experience focuses on topics such as Fiduciary and Investment Risk Management, Organizational Efficiency, Change Management, Project Management, Coaching, Curriculum Development, and Training. Michael is a specialist in guiding organizations through change, while ensuring policies and procedures are aligned with industry best practice and regulations. He is adept at harnessing the value of teamwork and collaboration, with expertise in fiduciary and investment risk management, administration, and operations – supporting wealth management, corporate trust, foreign/domestic custody, and securities lending. He has over 25 years’ experience in the trust, fiduciary, and investment industry, through his operational and risk management leadership. His professional alliances include various assignments, such as Chair of the American Banking Association’s Certification of Securities Operations Professionals (CSOP) for 10 years, and having been a two-term board member of the Fiduciary and Investment Risk Management Association (FIRMA). Michael has written numerous professional articles, has delivered speaking engagements and training sessions, and has an MBA in International Business. Michael holds a BS in Business Administration from the University of Redlands and a Masters in International Management from the American Graduate School of International Management.