Dana Daly

Dana is the EVP of Client Success at InvestorFlow. She is a Prosci certified Change Management practitioner with more than 20 years of experience in financial services. She has partnered with some of the most recognized firms in the space to drive adoption of workflow tools in both Education and Change Management capacities. Dana’s focus at InvestorFlow is to create a client journey and experience that optimizes engagement, drives implementation success, and brings industry best practices to our clients. Prior to her role in Client Success, Dana led the Change Management practice at Cloud Theory where she helped create custom programs to help clients see greater adoption and realize the value of their implementation.

Dana began her career in the retail division at Citigroup, holding multiple roles in retail banking and corporate training. She spent 10 years at S&P Global where she served in roles on the Fixed Income and Equity Research practices before leading Global Education efforts at Capital IQ. Prior to joining InvestorFlow, Dana was a part of the change management team that led digital transformation efforts at Jefferies Investment Bank. She received her Bachelor’s degree from the CUNY School of Professional Studies where she majored in Communications and minored in Psychology.