Daly takes on responsibility for working with national and regional independent registered investment advisers (RIAs) and consulting firms—with a focus on helping advisers and consultants improve practice differentiation and performance.
Lincoln says Daly will focus on strategies to enhance brand awareness, solidify client relationships and grow retirement practices. He will serve the firm's Midwest region.
“With Shawn’s strength of character, extensive knowledge of the retirement plan services industry and his relationships with strategic partners, we are well-positioned to continue our momentum in the mid-west and across the country,” says Jason Key, institutional retirement distribution, head of business development for Lincoln’s retirement plan services business.
Daly has held several sales leadership positions at Prudential Retirement, where he most recently served as vice president of business development and operations. He received a bachelor's of art degree from the University of Connecticut and a master’s degree in business administration from Excelsior College. In addition, he holds series 7, 63, 65, and 24 FINRA licenses.