Colleen A. Daly, MBA



AREAS OF EXPERTISE

Colleen Daly is the Office Manager at WJM.

Colleen has over 20 years of experience in office management. At WJM she heads up the administrative team and serves as the point of contact for firm-wide operations concerning payroll and benefits. Colleen assists in insurance policies and claims processing, schedule coordination, detailed record keeping and various projects for WJM and Salvus Wealth Management.

Colleen started her career in advertising in New York in 1995 as a sales planner and worked her way up to become the Director of Operations for Tribune Broadcasting. She later became the Office Manager at Geico in Monmouth County and at CIRCA in New York before joining WJM in 2023.

EDUCATION & MEMBERSHIPS

  • Rensselaer Polytechnic Institute – Master of Business Administration
  • Siena College - Bachelor of Science in Finance
  • State of NJ Property and Casualty Insurance License
  • Holy Cross Academy – Past member Parish Board Finance Committee
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