Michael Dailey Email & Phone Number

Franklin, TN, US

• Designed and developed an Integrated Platform for the financial services industry - investorkeep.com. InvestorKeep provides a secure monthly subscription-based service that actively monitors, analyzes, and scores.
• Analyzed the competition and developed strategic, business, sales marketing, and financial plans for InvestorKeep.
• Presented to investors and Fortune 500 business partners. Completed seed funding investments totaling over $7M.
• Steered team to architect the solution building the app on the Web, Android, and iOS platform.
• Evaluated, selected, and supervised the engineering and business development team.
• Identified partnerships that will enhance the InvestorKeep platform.

• Led the strategic management and development of the organization. Managed and implemented strategic plan within budget.Headed operations, managed, and developed the staff team. Ensured financial reporting, processes.
• Liaised with existing Investors and Financial Partners.
• Informed Board on developments, presenting business plans based on strategic plan.

Houston, Texas, US

• Recruited prominent level, accomplished Board of Directors to provider thought leadership oversight, management, and international and domestic industry relationships. Enlisted and lead C-Suite and accomplished.
• Developed organizational structured based upon strategic priorities to cost efficiently scale the startup through the growth phase ensuring operational and financial efficiency.
• Led startup through three financing rounds totaling $8+ million in capital raised.
• Provided strategic vision, investor relations, financial and operations of rapidly growing and disruptive technology startup.

New York, NY, US

• Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives and build comprehensive financial and retirement strategies for personal and corporate clienteles.
• Devised debt liquidation plans that include payoff priorities and timelines.
• Advised high net worth and executives on personal financial strategies as well as large cap corporate executives on company strategies for equity compensation and corporate employee retirement accounts.
• Monitored financial market trends to ensure that plans are effective, and to identify any necessary updates.

Charlotte, NC, US

• Ensured compliance with objectives, policies and procedures for banking center lending and all other operations. Worked with Banking Center Managers to recruit, hire, evaluate and develop talent to drive the.
• Implemented the Structured Coaching Visit process to drive exemplary results in sales, service, operations, and people for approximately 15 banking centers, 150 associates, and $1.5 billion in Deposits.
• Applied coaching and accountability to banking center managers to ensure consistent implementation and top-level execution of the Sales Playbook and Bank of America Spirit.
• Developed relationships with key partners in marketing, customer service, fulfillment, readiness, finance, and personnel.
• Our Market team advanced the Performance Assessment Score from around 3.5 in 2007 to 6.15 (top 10%) in 2009 and achieved 100% in TSV every quarter in 2009.

Toronto, Ontario, CA

Master Of Business Administration - Mba, Finance

Master Of Arts - Ma, Organizational Leadership

Bachelor Of Arts - Ba, Organizational Communication And Business Administration