Richard L.

Daly
702 Varsi Place, Santa Clara, CA 95050
Phone: ( 858) 945-1285 E-Mail: rldaly@scu.edu

Education
Santa Clara University Santa Clara, CA
Bachelor of Science in Commerce, Leavey School of Business, Expected Graduation: June 2018
Major/Minor: Finance/Real Estate
Current GPA: 3.4
Honors: 2014 Western Water Polo Association All-Academic Team
The Bishops School, La Jolla, CA La Jolla, CA
Honors: 4 years straight Honor roll June 2014
AP Scholar with Distinction
Relevant Experience
Independent Financial Group San Diego, CA
Registered Investment Advisory Intern Summer 2017
Used trading software platforms to analyze thousands of advisory managed portfolios
Oversaw account activity to ensure FINRA and SEC compliance standards were met
Sorted advisory accounts into databases to assist my team in advisory management

Marcus & Millichap Palo Alto, CA

Investment Analyst Intern Summer 2016
Generated specific market reports from internal research to assist my team leverage comparables
Built a database for an automated client outreach system using LandVision and other research tools to direct communication

The Pantry Organic Kitchen & Catering San Jose, CA

Sales Representative Winter/Spring 2015
Outside salesperson for local organic corporate catering company
Set up demos and sales meetings via sales calls
Pinnacle International Development San Diego, CA
Real Estate Development Intern Summer/Winter 2014
Worked on a 45 story mixed-use high rise development, the largest building in downtown San Diego
Gained valuable construction experience and firsthand insight as to how projects of great magnitude are completed
Used Spanish to communicate with non-English speaking workers
Athletics
Santa Clara University NCAA Division 1 Mens Water Polo Fall 2014-Winter 2017
th
Played for NCAA Division 1 Top 13 Ranked Mens Water Polo team
Only freshman in class to have not redshirted
Western Water Polo Association 2014 All Freshmen Conference Team selection
The Bishops School, La Jolla, CA Fall 2010-Fall 2013
2013 First Team San Diego County All CIF and First Team All League High School Water Polo
2013 All-America Second Team
Activities

Member, Santa Clara University Real Estate Association Spring 2016-Present

Working towards creation of a Real Estate minor or emphasis within the Leavey School of Business
Marthas Kitchen, San Jose, CA Spring 2016
Volunteered at homeless shelter as meal server and door greeter for 3 months
Member, Waves4Hope Summer 2012
Facilitated play days at the beach for different groups of elementary school aged special needs children
Competencies/Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Proficient Spanish speaker; backpacked through Spain by myself and used Spanish for communication all over the country