Robin Daily
Shift Supervisor Bartender at The Royal Palms Shuffleboard Club
Based in Brooklyn, United States
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Seniority
Manager
Department
Other
Location
Brooklyn
Industry
Hospitality
Company size
24
Contact information
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r•••••••@royalpalmsshuffle.com
Phone
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Background
About Robin Daily
Aspiring financial planner, focused on guiding my community into a more informed, less anxious, non-exploitative financial future. I love to listen and connect, to learn and educate, and to organize and plan. Here to cure those allergic to talking about personal finance! Looking to begin to my financial planning career in client services. I believe I would fit best supporting an individual or a team of financial advisors, learning and growing with a firm with great culture, diversity and ethics. I have chosen this industry because I love working with people, providing education and helping them reach their financial goals! Currently working on my CFP® coursework through Bryant University/Boston Institute of Finance, with July 2025 as my target test date. Completed an eight week Externship with Amplified Planning working on real client scenarios incorporating all aspects of financial planning. Certifications in and experience working with with eMoney, Redtail, EncoreEstates and Asset-Map. Passed licensing exams for Securities Industry Essentials (SIE) and Series 66 (Uniform Combined State Law Exam).
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