Candacy Daw
I’m a PMP®-certified Project Manager with 10+ years of experience spanning financial services and operations, where I’ve focused on coordinating initiatives, improving workflows, and supporting regulated environments.
About
I’m a PMP®-certified Project Manager with 10+ years of experience spanning financial services and operations, where I’ve focused on coordinating initiatives, improving workflows, and supporting regulated environments. I’m comfortable working across teams, aligning stakeholders, and turning goals into actionable plans with clear documentation, risk awareness, and consistent follow-through.
I also enjoy coaching people and building strong operating rhythms—whether training representatives, supporting parents and families with structured progress plans, or using tools like Salesforce to track outreach and service needs across large client bases. I bring a friendly, collaborative approach to leading meetings, resolving concerns quickly, and helping teams deliver reliably using Agile and hybrid methods.
- 10 years' experience
- Joined September 2026
Industry experience
- Financial Services
- Professional Services
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Work experience
Served as a primary point of contact between staff and families, leading regular stakeholder meetings to align on goals, share progress updates, and resolve concerns. Tracked individual milestones and outcomes against a structured plan, coaching parents on strategies to support progress at home. Coordinated daily schedules and staff assignments to support consistent service delivery for approximately 30 children.
Contributed to business growth by coaching agents and facilitating sales workshops, increasing monthly revenue from $5,000 to $20,000 within one year. Trained and coached 108 representatives (from new hires through managers) on financial products, sales, and client service. Produced reusable onboarding and compliance training videos, created virtual application guidance for remote client support, and partnered with senior leaders to keep initiatives on track toward deadlines. Built follow-up workflows and used Salesforce to track outreach and service needs across 500+ client relationships.
Education
Certifications and awards· 6
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