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Subject Matter Expert & Adjunct Instructor

Michael Daly

Certified Fiduciary and Investment Risk Specialist® (CFIRS®), Certified Trust Operations Professional® (CTOP®)

CFI Michael Daly 2000px

Biography

Michael Daly serves as the Director of Risk Management and Operations at Pohl Consulting and Training, Inc. With over twenty-five years of experience, he has significantly contributed to organizational effectiveness and enterprise improvement.

Professional Expertise and Industry Impact

Specializing in fiduciary risk management, administration, and operations, Mike applies his high-energy strategic approach to various areas, while adhering to rigorous standards and ensuring innovative solutions.

Educational Background and Professional Credentials

Mike's academic background includes a B.B.A. from the University of Redlands and an M.B.A. in International Business from Thunderbird School of Global Management, Arizona State University. His professional credentials, such as Certified Trust Operations Professional (CTOP) and Certified Fiduciary and Investment Risk Specialist (CFIRS), showcase his expertise in risk management and fiduciary responsibilities. His leadership roles, including chairing the ICB/ABA Certification of Securities Operations Professionals and serving on the FIRMA Board, underline his commitment to industry standards, education and excellent client service.