2016 Oracle Business Analytics Rookie of the year for sales revenue.

1. BRENDAN DALY
16 Manor Avenue, Burlington, MA 01803 ♦ C: 413.563.3658 ♦ bdaly34@gmail.com
PROFESSIONAL SUMMARY
Highly achieving professional hire that transitioned after 15 years executive financial consultant to enterprise
software sales executive. Used financial sales success, team leadership, and marketing ability to excel at
Oracle. Awarded Oracles Business Analytics 2016 Rookie of the Year in sales production. Hit 263% over 2016
goal of 3.8 million. Generate 7.2 million on premise business analytics software sales and 2.7 million in 3 year
cloud contract revenue.
SKILLS/TRAINING
Excellent customer relations Dale Carnegie effective leadership
Territory sales management Sandler sales training
B2B software sales LinkedIn Corp. Sales Navigator training
Powerful contract negotiator Oracle Sales Academy Boot Camp
Enthusiastic yet professional demeanor Oracle University 22 coarse completion
WORK HISTORY
Sales Executive, 03/2016 to 02/2017
Oracle – Burlington, MA
Worked to achieve maximum sales profitability, growth, and account penetration within assigned territory
in South Eastern U.S. Sold to the territory directly or via partners, cover 640 Up Market size accounts
with 500 million plus in annual revenue. Utilize inbound and/or outbound techniques to identify, qualify
and close new opportunities.
Manage accounts throughout the entire sales process, and collaborates with team members in business
development, consulting and support to uncover all customer needs. Responsible for understanding
Oracle product offerings and competitive issues to develop solution proposals encompassing all aspects
of business analytic software.
Travel to customer sites to identify/develop sales opportunities. Participates in the development,
presentation, and sales of a value proposition. On site customer presentation with C-levels to
negotiate, close strategic and complex contract deals. Liaises with customer contacts for the purpose of
managing the customer relationship, identifying new opportunities and maximizing sales.
Used Oracle knowledge, competitor industry knowledge and sales/marketing expertise to penetrate
accounts. Build relationships, gain trust, execute a business proposition plan to the decision makers.
Discuss budget, understand procurement process. Help a corporation figure out how it reads mass

2. amount of data from expansive data pools, warehouses and line of business databases to ultimately find
one source of the truth. To help limit customer corporate losses in the technology space and maximize
Oracle sales profits at the same time.
Owner/Partner, 11/2013 to 03/2016
Brendan M. Daly, C.R.P.C. Wealth Advisory Services, DBA. –Burlington, MA
Independent financial consultant with ability to go above and beyond for high-net worth clientele. Aspire
to deliver world class customer service through a large broker channel suite of risk management vehicles
and practice the business of insurance in 38 states.
Built a book of business of over 78 million in assets under management organically by proactive ways to
develop and expand customer relationships in order to contribute towards the company’s success.
Accomplished this by working with Estate Planning Attorneys, CPAs, and client referrals by utilizing
strategic wealth management techniques.
Financial Representative/RegisteredRepresentative/IAR, 10/2010 to 10/2013
MetLife Financial Group of Massachusetts –Norwood, MA
Provide financial planning solutions to a wide range of clients, including public school educators and
municipal employees.
Utilize a range of vehicles to provide general financial advice, charitable giving and nonprofit business
planning strategies to build a book of 28 million in assets under management.
Financial Consultant II, 01/2006 to 09/2010
TD Wealth Private Client Group, LLC – Framingham, MA
Provided strategic, comprehensive wealth management for high net worth clients.
Over 60 million in total assets under management. Exceeded client objectives for retirement planning,
estate planning and charitable planning. Managed, coached, educated and trained over 100 bank
employees and newly hired financial consultants.
Placed first in firm for total production with over $60,000 in revenue in one month.
Consistently placed in top quarterly board for production among 459 registered representatives in the
U.S. at TD Wealth Private Client Group, LLC.
EDUCATION
Bachelor of Arts: Political Science,
Merrimack College - North Andover, MA
CERTIFICATIONS
College of Financial Planning: Chartered Retirement Plan Consultant Designation. FINRA Series 7,6,63,66.
Massachusetts Resident Producer Life and Health License. Non-Resident Licensed in 38 States.