Jeannine Daly

VP of Sales and Marketing

Jeannine Daly brings a deep-rooted passion for financial education and non-profit leadership to BALANCE. Her career is a testament to her unwavering commitment to the organization, where she has made significant contributions in six different roles across two tenures. Currently serving as Vice President of Marketing and Sales, she oversees marketing, sales and partner relations, ensuring that financial education reaches individuals through strategic partnerships with financial institutions, employers, non-profits and healthcare organizations.

In addition to her marketing and sales leadership, Jeannine also oversees community outreach, focusing on strategic partnerships and securing unrestricted funding to further BALANCE’s mission. She is currently spearheading the organization’s conversion from static web-based resources to an integrated financial wellness tool, ensuring a more dynamic and personalized experience for users and business partners.

Her expertise spans digital and traditional marketing, business development, and client experience, with a proven track record of creating innovative educational tools and driving engagement. Before returning to BALANCE, Jeannine held key marketing roles, including at RBC Bank, where she successfully increased client engagement and lead generation. She also founded Wheelhouse Content and Communications, offering consulting and training in financial education and communications.

In 2022, Jeannine earned her MBA with a concentration in marketing and leadership from North Carolina State University while working full-time and raising a family—an achievement that speaks to her dedication, resilience, and ability to balance multiple priorities.

Beyond her professional accomplishments, Jeannine’s greatest pride and joy are her two teenagers, whom she is raising with the same dedication and passion she brings to her work. Their growth and success are her most cherished achievements.