Kim Dailey

Kim Dailey is an experienced professional in financial services, currently serving as Assistant Vice President and Senior RFP Analyst at Income Research + Management since January 2022, where responsibilities include completing fixed-income focused RFPs and managing the RFPIO content database. Prior experience includes roles at GMO as a Marketing Reporting Analyst, where RFPs and client materials were developed, and at Charles Schwab as a Senior Specialist in Product Management and Marketing, focusing on the creation of marketing content. Kim's earlier tenure at Fidelity Investments encompassed various positions involving wealth management and retirement education, with notable achievements in client retention and new net flows. Kim holds a Master of Business Administration from Boston College and a Bachelor of Business Administration in Accounting from SMU Cox School of Business.