Bio
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Dr. Daralee Barbera is a seasoned executive with 40+ years of experience in finance, leadership, and coaching. She has held various positions at The American College of Financial Services, California Lutheran University, WFW Consulting, GAMA International, and Waddell & Reed. Dr. Barbera has a Doctor of Education degree from the University of Southern California and holds multiple certifications in finance and coaching.
Credentials
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CPMBC (Certified Professional Master Business Coach)
The Professional Business Coaches AllianceDec, 2019- May, 2026 -
ChFC® (Chartered Financial Consultant®)
The American College of Financial ServicesMar, 2014- May, 2026 -
CLF® (Chartered Leadership Fellow®)
The American College of Financial ServicesDec, 2009- May, 2026 -
CMFC® (Chartered Mutual Fund Counselor℠)
College for Financial PlanningJan, 2005- May, 2026 -
CFP® (CERTIFIED FINANCIAL PLANNER™)
Certified Financial Planner Board of Standards, Inc.Jan, 1987- May, 2026
Experience
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Director Of Faculty, Assistant Professor Of Leadership
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United States
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E-Learning Providers
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300 - 400 Employee
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Program Director, Master of Science in Management-Leadership and Assistant Professor of Leadership
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Oct 2022 - Present
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George G. Joseph and Richard A. Liddy Chair in Practice Management & Leadership
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Oct 2022 - Present
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Adjunct Professor
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Apr 2020 - Oct 2022
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President and Principal
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Jul 2020 - Present
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United States
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Higher Education
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700 & Above Employee
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Adjunct Professor
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Jun 2020 - Present
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Financial Planning Program Interim Director
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Mar 2022 - Oct 2022
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President
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Nov 2019 - Present
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GAMA International
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Falls Church, Virginia
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EVP Business Development/VP Strategic Initiatives
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Apr 2017 - Oct 2019
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Falls Church, Virginia
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Waddell & Reed
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Orange County, California Area
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Managing Principal
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Jun 1982 - Nov 2016
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Orange County, California Area
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Education
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2016 - 2019University of Southern California
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California State University, Long Beach
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California State University, Long Beach
Suggested Services
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Industry Focus. “Financial Services”
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References
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