NMLS# 244947
5900 Pasteur Court – Suite 210
Carlsbad, CA 92008

Meet

Kourtney Dailey

Chief of Staff, Manager of New Client Onboarding

Kourtney Dailey is a strategic leader with more than 15 years of experience driving operational excellence, organizational effectiveness, and team performance. As a manager and Chief of Staff, she serves as a trusted advisor to leadership, leading cross-functional initiatives, streamlining operations, and fostering collaboration across teams. Known for her ability to align people, processes, and priorities, Kourtney has successfully developed training programs, improved operational efficiencies, and helped build high-performing teams. She is passionate about developing people and creating sustainable organizational success..

Core Strengths:

Executive Partnership

Drives cross-functional collaboration, operational excellence, and organizational success by aligning people, processes, and priorities.

Operational Excellence & Process Improvement

Leverages a strategic approach to enhance operations, streamline workflows, and support organizational growth.

Talent Development & Team Building

Dedicated to cultivating talent and fostering a culture of collaboration and continuous improvement.