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Relationship Manager, Registered Representative

Bio

Jen Daly, CPFA, Relationship Manager, Retirement Plan Consulting, delivers legendary service to corporate retirement plan clients. Jen serves as a counselor to companies that sponsor retirement plans by monitoring their investments, fees and providers. Her role also includes facilitating regular plan updates and providing consulting on all four of HORAN’s retirement pillars of service: investment services, fiduciary oversight, plan design and employee education.

Areas of Expertise

Project Management
leadership
Leadership
education
Education
Public Speaking

Community

  • HORAN ArtsWave Committee
  • Holy Cross District High School Board Member
  • Scouts BSA Merit Badge Counselor
  • Women in Pensions Network - Member

Jen Daly, CPFA

Favorite HORAN Fundamental
Invest in Relationships