Addison Dascombe Email & Phone Number
Client Advisor @ New Republic Partners
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Addison Dascombe Location
- Chapel Hill, NC, US
Addison Dascombe Work
- Client Advisor @ (April 2021 - Present)
- Private Wealth Advisor @ (June 2018 - April 2021)
- Senior Financial Analyst @ AJ Wealth (December 2016 - May 2018)
- Financial Analyst @ AJ Wealth (June 2013 - December 2016)
Addison Dascombe Education
- Campbell University
Master of Business Administration (M.B.A.)
- Campbell University
Bachelor of Business Administration (B.B.A.) (Trust and Wealth Management)
Addison Dascombe Skills
- Finance
- Customer Service
- Wealth Management
- Financial Analysis
- Strategic Financial Planning
- Investments
- Estate Planning
- Retirement Planning
- Asset Allocation
- PowerPoint
- Yoga
- Microsoft Excel
- Research
- Business Analysis
Addison Dascombe Summary
- Addison Dascombe, based in Chapel Hill, NC, US, is currently a Client Advisor at New Republic Partners. Addison Dascombe brings experience from previous roles at Regions Bank and AJ Wealth. Addison Dascombe holds a Master of Business Administration (M.B.A.) @ Campbell University. With a robust skill set that includes Finance, Customer Service, Wealth Management, Financial Analysis, Strategic Financial Planning and more. Addison Dascombe has 2 emails and 3 mobile phone numbers on RocketReach.
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