• Name:      E. Loyd Pohl       Chief Executive Officer
  • Name: Frank Stratman EVP and Director, Executive Recruiting Division
  • Name:       Jeffrey Bell      Director of RIA and Advisory Consulting
  • Name:       Kevin Maas      President of Wealth Management
  • Name:       Eric E. Timm      Director TRUSTCOMPARE®
  • Name:       Brittany Hyde       Office Manager
  • Name:     Michael Dixon       Director of Organizational Development
  • Name:       Michael Daly       Director of Risk Management and Operations
  • Name:     Jamie Schupp      Director of Risk Management and Compliance

Michael Daly, Director of Risk Management and Operations

Mike Daly is Director of Risk Management and Operations for Pohl Consulting and Training, Inc. He is a high energy professional with 25 years experience in organizational effectiveness and enterprise improvement with a focus on fiduciary risk management, administration, and operations.
Whether it is challenges with day-to-day operations projects, process or vendor management, all organizations are routinely challenged to manage with fewer resources.

Mike understands limited resources and crisis avoidance though solid risk management discipline and quality control programs. He provides support with:
Organization and Technology Transitions
Establishing Testable Control Activities
Process and Procedure Review
System Upgrade Preparation and Pre-testing
Securities Lending and Global Custody Support
Motivational Risk and Operations Training

For over a decade, Mike served as Chair of the ICB/ABA Certification of Securities Operations Professionals (CSOP), he served the Board of Directors of the Fiduciary and Investment Risk Management Association (FIRMA) for eight years, and was a frequent contributor to the ABA’s Trust and Investments Magazine. He has been a trainer and national conference speaker for the ABA, FIRMA and Texas Bankers Association.

Mike has an MBA in International Business from the Thunderbird School of Global Management, Arizona State University and a Bachelor of Business Administration from University of Redlands. His professional certifications include: Securities Operations Professional (CSOP), Fiduciary and Investment Risk Management(CFIRS), Corporate Trust Specialist (CTTS) and PMI Risk Management Professional (PMIRMP).

Mike is based in San Francisco, California and is an avid photographer and world traveler.

Phone: 800-677-7432 ext 4009
Email: mdaly@pohlconsulting.com