Amit Dogra Email & Phone Number
Executive Vice President, Managing Director @ Retirement & Wealth at Alliant
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Amit Dogra Location
- Philadelphia, PA, US
Amit Dogra Work
- 2026 -now Executive Vice President, Managing Director @
- 2026 -now EVP, Managing Director - Head of Retirement and Wealth @
- 2022 -2025 President and Chief Operating Officer, Board Member @
- 2019 -2021 Chief Experience Officer @
- 2018 -2019 Partner @
- 2018 -2019 CEO @ Third Seven Advisors
- 2014 -2018 Managing Director - National Head of Relationship Management, Practice Management and Marketing @
- 2009 -2015 Member - Board of Directors @
- 2012 -2014 Wealth Management and Retirement Consultant @
- 2011 -2012 Independent Consultant @
- 2010 -2011 Senior Vice President, Managing Director @ Graystone Wealth Management & Private Bank
- 2007 -2010 Director @
- 2003 -2007 Regional Sales Director @
- 1997 -2003 Managing Director of Business Development and Client Services @
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 Executive Vice President, Managing Director at Retirement & Wealth at Alliant. Amit Dogra brings experience from previous roles at Retirement & Wealth at Alliant, tru Independence, Sanctuary Wealth and Third Seven Capital. 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 1 emails and 3 mobile phone numbers on RocketReach.
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