Tom Daly Email and Phone Number
Tom Daly work email
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Tom Daly personal email
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With over 15 years of experience in various aspects of accounting, customer service, and office management, I have developed a passion for helping businesses and individuals become more organized and efficient. As the Founder and Owner of The Daly Books, LLC, I specialize in providing bookkeeping, tax preparation, music services (DJ) and life organization services to my clients, enabling them to focus on what matters most to them and make the most of their time.In addition to running my own business, I also work as a Financial Services Representative, where I educate and assist people in understanding how money works and developing a plan to achieve their financial goals and dreams. I hold a New Jersey and New York Life producer's license and an investment license in New Jersey, and I act as a distributor of a wide range of financial products and services. I enjoy working independently and owning my own business, as it gives me greater control over my time.
Primerica
View- Website:
- primerica.com
- Employees:
- 17751
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District Leader At Financial Services RepresentativePrimerica Oct 2017 - PresentIn my role as a District Leader at Primerica, I focused on helping families earn more income, become properly protected, debt-free, and financially independent. I provided financial solutions to the middle-income market, educating them on essential financial principles often not taught in schools. My mission was to help families protect their futures, build wealth, and eliminate debt.
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Founder & OwnerThe Daly Books, Llc Oct 2022 - PresentRockaway, New Jersey, United States"At The Daly Books, LLC, we specialize in life organization, bookkeeping, tax preparation and office services. Our primary goals are to help businesses and individuals become more organized and to protect their most valuable asset: time. By streamlining processes and taking care of tedious tasks, we enable our clients to focus on what matters most to them and make the most of their time."Contact me for more information! -
Assistant Race Secretary/CharterFreehold Raceway & Sportsbook Aug 2023 - PresentFreehold, New Jersey, United StatesProviders support to Race Secretary by taking race entries, creating races based on race classifications, provide support to race judges and other track staff. Responsible for charting racing at Freehold.
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Client Relationship Manager And Verification Of Benefits ManagerSj Health Insurance Advocates Mar 2019 - Dec 2021Livingston, Nj
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Client Relationship ManagerSj Health Insurance Advocates Aug 2017 - Dec 2021Livingston, NjAs a liaison for 175 individual clients and 5 mental health facilities, I was responsible for addressing client correspondence and concerns about claims and reimbursements. Also, I followed up with insurance companies to ensure that claims are processed efficiently. In addition to these tasks, I assisted with various aspects of office management, billing, and IT.
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FounderTrd Advantage Feb 2013 - Dec 2017Rockaway, NjTRD Advantages teaches people how to understand and utilize technology such as computers, cell phones, social media, tablets, etc. TRD will set-up, install and manage your technological needs and equipment. TRD Advantage offers individiual or group training as well as talks on technology, social media privacy and more.
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Cash Application SpecialistRobert Half Finance & Accounting Aug 2016 - Jul 2017Morristown NjI specialize in cash application, account reconciliation, and research as a Cash Application Specialist at Covanta Energy through Robert Half Accountemps. My expertise includes reconciling accounts of various sizes, from $100 to $1,000,000+. -
Billing And Ar CoordinatorHart Energy Publishing Jul 2014 - Apr 2016Lower Manhattan, NycResponsible for processing incoming advertisement, conference sponsorship, and directory payments, and the subsequent preparation of customer invoices and credit memorandumsPrepare billing records for transaction posting to general ledgerReconcile month end sales reports to billing systems, apply cash to open invoices, and analyze collections reports to ascertain if payments match outstanding invoicesManage special projects for accounting department and executive staff including magazine sales analysis vs previous year, charge-back reports on sales team commissions, monthly cash application reports, and wire transfer reportsOrganize and input vendor invoices into Accounts Payable system -
Contract And Manager And Facilities ServicesEmployment Horizons Dec 2011 - Jan 2013Cedar Knolls, NjAs a manager, I was responsible for hiring, supervising, and training a workforce of 150 employees, including individuals with special needs, typical adults, veterans, quality assurance team members, janitors, and landscapers. I managed the janitorial contract for approximately 150 buildings at Picatinny Arsenal and played a role in the employee engagement and orientation process. I also conducted daily inspections of client sites to ensure productivity, safety, and compliance with standards, acted as a corporate liaison to generate quotes for potential employment contracts, developed Department of Labor time-study standards, and acted as a corporate representative in mediation matters. In addition, I was responsible for the inspection, service, and record-keeping of vehicles and equipment, and provided secondary supervision coverage in the absence of several key managers. -
Assistant DirectorRocking Horse Rehab Jan 2007 - Dec 2011West Orange, NjAs a manager, I was responsible for scheduling the day-to-day and weekly operations for up to 20 staff members, 100 clients, and 10 horses. I worked with non-profits, volunteer organizations, and schools to negotiate service contracts and establish field trips, and assisted with the training of therapy horses for hippo-therapy and therapeutic riding programs. I trained up to 75 youth and elderly volunteers annually and managed the volunteer program staffing based on business needs. I also reviewed staff and therapist performance to ensure compliance with policies and procedures, managed communications with the equine center's veterinarian, utilized leadership skills in conflict management, oversaw the budget, accounts payable/receivable, and insurance management, and maintained client and volunteer databases.
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Assistant LibraryRockaway Borough Library Aug 1999 - Sep 2007Rockaway NjAs an assistant librarian, my responsibilities include helping the public with circulation of materials, assisting in research for projects, maintaining the catalog and collection, and assisting with the summer reading programs.
Tom Daly Skills
Tom Daly Education Details
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Business Administration And Management, General -
Centenary College3.8 Gpa -
County College Of MorrisBusiness Administration And Management, General
Frequently Asked Questions about Tom Daly
What company does Tom Daly work for?
Tom Daly works for Primerica
What is Tom Daly's role at the current company?
Tom Daly's current role is District Leader at Primerica | Founder & Owner of The Daly Books, LLC.
What is Tom Daly's email address?
Tom Daly's email address is td****@****msn.com
What schools did Tom Daly attend?
Tom Daly attended Centenary University, Centenary College, County College Of Morris.
What are some of Tom Daly's interests?
Tom Daly has interest in Management Training And Development, New Technology, Socail Media, Entrepreneurship, Politics, Casino Industry, Dancing, Music, People, Digital Photography.
What skills is Tom Daly known for?
Tom Daly has skills like Management, People Skills, Horses, People Oriented, Conflict Resolution, Conflict Management, Organizational Leadership, Leadership, Program Management, Time Management, Program Development, Facebook.
Who are Tom Daly's colleagues?
Tom Daly's colleagues are Louie Gonzalez, Alma Lopez, Jordan Livingston, Tracey Gooch, Chay Williams, Javier Carrillo, Sierra Miller.
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