Karl Daly
Board Member at Limerick Chamber- Claim this Profile
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English Native or bilingual proficiency
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Bio
Experience
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Limerick Chamber
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Ireland
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Non-profit Organization Management
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1 - 100 Employee
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Board Member
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Jan 2011 - Present
Became board member in 2011 and work with my colleagues on the Limerick Chamber Board for the betterment of Limerick city and Limerick region. Became board member in 2011 and work with my colleagues on the Limerick Chamber Board for the betterment of Limerick city and Limerick region.
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CEO
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Oct 2000 - Present
We have been helping clients since 2000, when Karl Daly began to specialise in personalised financial planning services, particularly for business leaders. Since then, our team has grown to include specialists from different areas of financial planning who complement Karl’s 20-plus years of experience in this area. All team members are qualified financial advisors (QFAs) by examination. This means that we can provide you with greater expertise over a wider range of products and services than ever before. We have also invested strongly in technology to help us serve you more efficiently and safeguard the confidentiality of our customer relationships. This is made possible through our special Broker CRM (customer relationship management) software and the backing-up of all company data remotely as well as on site. However, our mission remains unchanged: To enhance our clients’ wealth and financial security To maintain our reputation by continually providing clear advice Never to compromise our business ethics Show less
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Canada Life
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Canada
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Insurance
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700 & Above Employee
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Senior Broker Consultant
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May 1995 - Aug 2000
Business development in the Limerick region for the company in the area of investments and pensions. Business development in the Limerick region for the company in the area of investments and pensions.
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Education
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St Clements College