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Dana Daly Email & Phone Number

Managing Director, Client Success at InvestorFlow
Location: New York, United States 10 work roles 2 schools
2 work emails found @cuny.edu LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email d****@cuny.edu
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Current company
InvestorFlow
Role
Managing Director, Client Success
Location
New York, United States
Company size
157 employees

Who is Dana Daly? Overview

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Quick answer

Dana Daly is listed as Managing Director, Client Success at InvestorFlow, a with 157 employees, based in New York, United States. AeroLeads shows a work email signal at cuny.edu and a matched LinkedIn profile for Dana Daly.

Dana Daly previously worked as Member at Chief and Head of Client Success & Enablement at Cloud Theory. Dana Daly holds Bachelor'S Degree, Business/Corporate Communications from The City University Of New York.

Company email context

Email format at InvestorFlow

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{first_initial}{last}@cuny.edu
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AeroLeads found 2 current-domain work email signals for Dana Daly. Compare company email patterns before reaching out.

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Profile bio

About Dana Daly

Dynamic and highly motivated client success and sales professional with demonstrated results in setting employees and clients on their road to success.Skilled in developing and implementing cross-functional strategic initiatives that optimize client KPIs, maximize up-sell opportunities, and increase retention. I take pride in delighting clients and ensuring their voice is heard. I am passionate about improving processes and effectiveness in all we do. I have a sweet spot for Change Management and embed those core principles in the way I work. My wit and sense of humor allow me to stay sane. Specialties: Client Success | Sales and Client Development | Change Management | Retention | Leadership and Management Development | Education | Training | Facilitation | Employee Experience | Innovative Learning Solutions and Strategies | Client and Employee Onboarding | Project Management | Mentoring | Coaching

Listed skills include Financial Services, Banking, Fixed Income, Project Management, and 8 others.

Current workplace

Dana Daly's current company

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InvestorFlow
Investorflow
Managing Director, Client Success
New York, NY, US
Website
investorflow.com
Employees
157
AeroLeads page
Company profile
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10 roles · 12 years

Dana Daly work experience

A career timeline built from the work history available for this profile.

Managing Director, Client Success

Investorflow

New York, Ny, Us

Member

Current
Chief

New York, Ny, Us

Chief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top down.

Nov 2022 - Present

Managing Director, Client Success

Current
Investorflow

Menlo Park, California, Us

Responsible for growing and scaling a client success and account management program that delivers top-tier client satisfaction, increases retention, and drives account growth.Manage support programs and create systems and processes to thoughtfully engage clients throughout their journey, actively seeking and leveraging feedback along the way.

Apr 2022 - Present

Head Of Client Success & Enablement

Cloud Theory

New York, Ny, Us

Managed our support team and change management services while working to ensure client voices were heard in our product roadmap and helped drive the way we worked.

Aug 2021 - Apr 2022

Director - Change Management

Cloud Theory

New York, Ny, Us

Created and implemented a change management framework and adoption plans that maximized user engagement and drove usage of Cloud Theory's SaaS product, FundEngine.

Mar 2020 - Aug 2021

Change Agent - Crm & Analytics

Jefferies

New York City, New York, Us

• Drove usage and adoption of digitization capabilities• Created and maintained documentation and corporate communications• Facilitated, conducted, and supported training classes and 1:1 training for Investment Banking professionals

Aug 2018 - Mar 2020

Director - Global Education

S&P Global Market Intelligence

New York, Ny, Us

Plan and execute global training strategy for the Commercial Organization• Created and maintained scalable, more efficient processes and programming including global onboarding and continuous learning paths• Liaised with senior management to ensure timely and accurate delivery of all product and capability training for the combined organization• Maintained vendor relationships and assisted in custom learning programs as needed

2015 - 2017 ~2 yrs

Senior Manager - Global Education

S&P Global Market Intelligence

New York, Ny, Us

Manage Risk Driven Education program, overall business strategy and curriculum • Develop and maintain global training materials and programs used company wide• Analyze course results and business position to reflect market changes and key business objectives and initiatives

Jan 2012 - 2015

Sales & Product Consultant

S&P Global Market Intelligence

New York, Ny, Us

Promoted brand, thought leadership and new product offerings through onsite client visits, training and new product offerings• Enhanced relationships within key and national accounts while cross selling and converting clients to latest software platforms• Coached, trained and mentored new hires on industry concepts, practices and general sales skills

Oct 2007 - Jan 2012

Corporate Sales Trainer

Citi

New York, New York, Us

Facilitated both classroom and virtual training to new and incumbent employees• Courses delivered included: soft skills, sales technique, systems and product knowledge and operations and compliance• Acted as a field mentor to assess ongoing training needs and ensure transition into retail branches

Jun 2005 - Oct 2007
Team & coworkers

Colleagues at InvestorFlow

Other employees you can reach at investorflow.com. View company contacts for 157 employees →

HP Hitesh Patel Hitesh Patel Colleague at InvestorflowMonmouth Junction, New Jersey, United States View → RA Raúl Almonte Raúl Almonte Colleague at InvestorflowSantiago De Los Caballeros, Santiago, Dominican Republic View → LG Liz Gaffney Liz Gaffney Colleague at InvestorflowUnited States View → MP Michael Peters Michael Peters Colleague at InvestorflowNew York, United States View → AD Alberto De Jesús García Peña Alberto De Jesús García Peña Colleague at InvestorflowMoca, Espaillat, Dominican Republic View → LM Lidys Martinez Lidys Martinez Colleague at InvestorflowDominican Republic View → JL Juan Luis Hiciano Tineo Juan Luis Hiciano Tineo Colleague at InvestorflowDominican Republic View → AB Ana Beatriz Mena Ana Beatriz Mena Colleague at InvestorflowSantiago De Los Caballeros, Santiago, Dominican Republic View → FF Francis Firpo Ferreira Francis Firpo Ferreira Colleague at InvestorflowSantiago De Los Caballeros, Santiago, Dominican Republic View → KG Kailyn Geraldsen Kailyn Geraldsen Colleague at InvestorflowTroy, New York, United States View →
2 education records

Dana Daly education

Bachelor'S Degree, Business/Corporate Communications

The City University Of New York

Master Of Science (Ms), Industrial And Organizational Psychology

The City University Of New York
FAQ

Frequently asked questions about Dana Daly

Quick answers generated from the profile data available on this page.

What company does Dana Daly work for?

Dana Daly works for InvestorFlow.

What is Dana Daly's role at InvestorFlow?

Dana Daly is listed as Managing Director, Client Success at InvestorFlow.

What is Dana Daly's email address?

AeroLeads has found 2 work email signals at @cuny.edu for Dana Daly at InvestorFlow.

Where is Dana Daly based?

Dana Daly is based in New York, United States while working with InvestorFlow.

What companies has Dana Daly worked for?

Dana Daly has worked for Investorflow, Chief, Cloud Theory, Jefferies, and S&P Global Market Intelligence.

Who are Dana Daly's colleagues at InvestorFlow?

Dana Daly's colleagues at InvestorFlow include Hitesh Patel, Raúl Almonte, Liz Gaffney, Michael Peters, and Alberto De Jesús García Peña.

How can I contact Dana Daly?

You can use AeroLeads to view verified contact signals for Dana Daly at InvestorFlow, including work email, phone, and LinkedIn data when available.

What schools did Dana Daly attend?

Dana Daly holds Bachelor'S Degree, Business/Corporate Communications from The City University Of New York.

What skills is Dana Daly known for?

Dana Daly is listed with skills including Financial Services, Banking, Fixed Income, Project Management, Investments, Mentoring, Coaching, and Talent Management.

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