Amit Dogra Email & Phone Number
EVP, Managing Director - Head of Retirement and Wealth @ Retirement & Wealth at Alliant
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Amit Dogra Location
- Philadelphia, PA, US
Amit Dogra Work
- EVP, Managing Director - Head of Retirement and Wealth @ (January 2026 - Present)
- President and Chief Operating Officer, Board Member @ (February 2022 - September 2025)
- Chief Experience Officer @ (June 2019 - May 2021)
- Partner @ (February 2018 - May 2019)
- CEO @ Third Seven Advisors (February 2018 - May 2019)
- Managing Director - National Head of Relationship Management, Practice Management and Marketing @ (February 2014 - January 2018)
- Member - Board of Directors @ (June 2009 - February 2015)
- Wealth Management and Retirement Consultant @ (March 2012 - February 2014)
- Independent Consultant @ Cipperman Compliance Services, LLC (September 2011 - March 2012)
- Senior Vice President, Managing Director @ Graystone Wealth Management & Private Bank (February 2010 - August 2011)
- Director @ (January 2007 - February 2010)
- Regional Sales Director @ Brinker Capital (May 2003 - January 2007)
- Managing Director of Business Development and Client Services @ (August 1997 - May 2003)
Amit Dogra Education
- Boston College
BA (Economics)
1993-1997 - Scotch Plains-Fanwood High School 1989-1993
Amit Dogra Skills
- Strategy
- Wealth Management
- Investments
- Mutual Funds
- Financial Services
- Asset Management
- Strategic Planning
- Business Strategy
- Business Planning
- Business Development
- Alternative Investments
- Management
- Financial Planning
- Financial Advisory
- New Business Development
- Strategic Financial Planning
- Executive Management
- Investment Advisory
- Sales Management
- Leadership
- Consulting
- Relationship Management
- Retirement
- Competitive Analysis
- Management Consulting
- Wealth Management Services
- Strategy Development
- Practice Management
- Sales Leadership
- Marketing Strategy
- Sales Process Development
- Market Penetration
- Cross Selling
- Product Development
- Team Building
- Relationship Cultivation
- Product Marketing
- Social Media
- Social Media Marketing
- Performance Improvement
- Unified Managed Accounts
- Separately Managed Accounts
- High Net Worth Individuals
- ETFs
- Mergers & Acquisitions
- Investment Banking
- C Suite
- Private Equity
- Service Delivery
- Customer Experience
- Social Marketing
- Hearing
- Marketing
- Institutions
- Dealers
- Utilization
- High Net Worth
- Product Adoption
- Microsoft Office
- Asset
- Strategic Financial
- Banking
- Sales
- Sei
- Fortune 100
- Advisory
- Professional Services
- Deloitte
- Sales Process
- Development
- Distribution
- Separately Managed
- Google Groups
- Mergers and Acquisitions
Amit Dogra Summary
- Amit Dogra, based in Philadelphia, PA, US, is currently a EVP, Managing Director - Head of Retirement and Wealth at Retirement & Wealth at Alliant. Amit Dogra brings experience from previous roles at tru Independence, Sanctuary Wealth, Third Seven Capital and Third Seven Advisors. Amit Dogra holds a 1993 - 1997 BA in Economics @ Boston College. With a robust skill set that includes Strategy, Wealth Management, Investments, Mutual Funds, Financial Services and more. Amit Dogra has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Retirement & Wealth at Alliant Employees
Amit Dogra
EVP, Managing Director - Head of Retirement and Wealth
Philadelphia, PA, US
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