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.
Carnick & Kubik is now Transform Wealth
We are very excited to announce that we have rebranded our firm to better reflect our mission, dedication, and our passionate team.
If you have any questions please contact us. We’d love to hear from you.
