Sean Daly
About Sean Daly
Sean Daly is an Enterprise Sales Executive specializing in Indirect Tax at Thomson Reuters, where he has worked since 2021 in Minneapolis, Minnesota. He has a diverse background in sales and finance, having held various roles at companies such as Oracle, INSIGHT LOANS, and Morgan Stanley Wealth Management.
Work at Thomson Reuters
Sean Daly has been serving as an Enterprise Sales Executive in the Indirect Tax division at Thomson Reuters since 2021. Based in Minneapolis, Minnesota, he specializes in utilizing the Thomson Reuters® ONESOURCE™ platform to improve global tax compliance and enhance accounting decision-making. His role involves engaging with clients to understand their needs and providing solutions that align with their business objectives.
Previous Experience in Sales and Finance
Before joining Thomson Reuters, Sean Daly held several positions in sales and finance. He worked at Oracle as an Application Sales Executive for Major Accounts from 2019 to 2021. Prior to that, he was a Senior Loan Officer at INSIGHT LOANS from 2017 to 2019. His career also includes roles at LPL Financial, Morgan Stanley Wealth Management, and Wells Fargo Advisors, where he developed skills in financial advising and client management.
Education and Professional Qualifications
Sean Daly studied at the University of Wisconsin-Stout and has been engaged in ongoing education at the College for Financial Planning. He achieved the designation of CHARTERED RETIREMENT PLANNING COUNSELOR™ (CRPC®) in 1994, which reflects his commitment to professional development in financial planning and advisory services.
Expertise in Enterprise Performance Management
Sean Daly possesses extensive experience in enterprise performance management applications. His expertise includes monitoring and managing organizational performance based on key performance indicators. This knowledge supports his ability to drive sales performance and develop strategies that align with client objectives.
Focus on Market Development and Marketing Strategies
Sean Daly has a strong focus on green-field territory development, which involves identifying and cultivating new market opportunities. He is also an expert in multi-channel marketing strategies, integrating various marketing channels to optimize sales performance and enhance client engagement.