Who is Daisy?

Hi and welcome! If you know Clifton Strengths, when I tell you my top 5 are Learner, Achiever, Individualization, Developer, and Responsibility, that will start to tell you something! If everything you just read is gibberish, that’s ok! It just means that I like to learn, get things done, view people as themselves, help people grow, and take the responsibility for getting the things done.

I’ve spent my professional life in financial services, with a deep appreciation of what money means to people at all stages. That understanding has taken me through my own stages of money management and career development. I started working at a large regional bank and was there for 9 years, doing almost everything except anything involving loans. Why no loans? Well, I don’t like them for myself, so why would I try to sell them to people? And it is selling, make no mistake. Even if you need a mortgage, a banker still has to sell you on THIS loan with these features, and I’d rather be the person meeting people where they are to get them to where they want to be.

I then worked at a Fortune 100 brokerage firm, starting at the banking side, and making my way over to investments. I earned my securities licenses (7, 63, 9, 10) because LEARNING!!! This also allowed me to become a manager, leading people with the official title. There’s another tidbit – I am a leader. The title doesn’t make me a leader, my actions do. So, whether I’m working as an individual contributor or as a manager, I’m a leader with the group and supporting people to be and do their very best.

Along all my roles, I’ve had a hand in training. Either directly as the job itself, or the (this always happens) “We need this done, who can do it?” and “I do it” person. I’m always looking to help my organization create greater efficiency. At the bank, I trained the staff in the branch to use the credit card system to avoid branch employees calling the call center employees to be a go-between – this enabled customers to get answers quickly on their credit cards and freed up staff in the call center to take direct customer calls. A key feature of the training was to associate the screens and information in the credit card system with the banking system that everyone was familiar with, so that instead of being overwhelmed with the page of data, employees could identify the codes and get the information needed.