Daisy is a Financial Analyst with Transform Wealth. Her responsibilities include day-to-day operations, trading, and performance reporting related issues as well as conducting ongoing analysis of the tactical investment offerings.
Daisy has a Masters of Science degree in Finance from the University of Denver. Her training in quantitative methods and financial modeling make her an important addition to the Transform Wealth team.
Our Commitment
As the situation with the coronavirus (COVID-19) continues to develop, we are prepared and stand ready to support you in anyway that we can. We value your trust and want you to rest assured that we will provide seamless and reliable service during this challenging time. Learn More Here