Jillian Daly

Huntington, New York

ASSOCIATE DIRECTOR, TRANSACTION MANAGEMENT, UBS, WEALTH MANAGEMENT AMERICAS

Experience at:
City National Bank, Citibank, Ubs, Wealth Management Americas

I’m interested in mentoring people from:

    Jillian Daly
    Where I've Worked
    UBS, WEALTH MANAGEMENT AMERICAS logo

    Jan 2014 – Present

    ASSOCIATE DIRECTOR, TRANSACTION MANAGEMENT

    UBS, WEALTH MANAGEMENT AMERICAS
    City National Bank logo

    Dec 2016 – Sep 2017

    Vice President, Residential Loan Consultant

    City National Bank
    Citibank logo

    Jul 2016 – Dec 2016

    Home Lending Officer

    Citibank
    Ubs, Wealth Management Americas logo

    Apr 2014 – Jul 2016

    Associate Director, Transaction Manager

    Ubs, Wealth Management Americas
    W

    Jan 2012 – Jan 2014

    PRIVATE MORTGAGE BANKER

    W ELLS FARGO HOME MORTGAGE
    Wells Fargo Home Mortgage logo

    2012 – 2014

    Private Mortgage Banker

    Wells Fargo Home Mortgage
    P

    Jan 2011 – Jan 2012

    SENIOR MORTGAGE L OAN OFFICER

    PRIMARY RESIDENTIAL MORTGAGE, INC
    P

    2011 – 2012

    Senior Mortgage Loan Officer

    Primary Residential Mortgage, Inc
    W

    Jan 2010 – Jan 2011

    HOME L OAN CONSULTANT, BUILDER/RETAIL D IVISION

    W ELLS FARGO HOME MORTGAGE
    Wells Fargo Home Mortgage logo

    2010 – 2011

    Home Loan Consultant

    Wells Fargo Home Mortgage
    B

    Jan 2008 – Jan 2010

    EDUCATION, ADVOCACY, AND DEVELOPMENT (LEAD) FOR W OMEN

    BANK OF AMERICA HOME LOANS, F ARMINGTON, CT
    B

    Jan 2007 – Jan 2010

    exclusive business partner

    BANK OF AMERICA HOME LOANS, F ARMINGTON, CT
    Bank of America Home Loans/countrywide Home Loans logo

    2007 – 2010

    Senior Mortgage Loan Officer

    Bank of America Home Loans/countrywide Home Loans
    F

    Jan 2006 – Dec 2007

    SENIOR L OAN O FFICER & TEAM L EADER

    F IRST NLC F INANCIAL SERVICES
    F

    2006 – 2007

    FRIEDMAN, BILLINGS, & RAMSEY - Sales Manager

    First Nlc Financial Services
    U

    2004 – 2006

    Marketing Internship

    University of Rhode Island Center of Vector Borne Diseases
    Where I've Studied

    Bachelors, Microbiology and Psychology

    University of Rhode Island

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Specialties

    check markAccounting

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    check markTax

    In the Media

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