Brett Dalton Email & Phone Number
Branch Manager, Managing Director @ Financial Services Company
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Brett Dalton Location
- Los Angeles, CA, US
Brett Dalton Work
- 2013 -now Branch Manager, Managing Director @
- 2004 -2013 Financial Services Representative @ Brett Dalton Financial Services - An Office of MetLife-
- 2001 -2004 Financial Services Representative @
Brett Dalton Education
- CFP® Board of Standards
Earned the CERTIFIED FINANCIAL PLANNER TM certification, Comprehensive Financial Planning (Financial Planning and Services)
2007-2007 - The American College
Certified Financial Planner (Financial Planning and Services)
2002-2007 - University of California, Los Angeles
BA
1991-1993 - HBHS 1983-1987
- Huntington Beach High School
Brett Dalton Skills
- Wealth Management
- Portfolio Management
- Microsoft Excel
- Financial Analysis
- Project Management
- Strategy
- Marketing
Brett Dalton Summary
- Brett Dalton, based in Los Angeles, CA, US, is currently a Branch Manager, Managing Director at Ameriprise Financial Services, LLC. Brett Dalton brings experience from previous roles at Brett Dalton Financial Services - An Office of MetLife- and Nationwide Financial Services. Brett Dalton holds a 2007 - 2007 Earned the CERTIFIED FINANCIAL PLANNER TM certification, Comprehensive Financial Planning in Financial Planning and Services @ CFP® Board of Standards. With a robust skill set that includes Wealth Management, Portfolio Management, Microsoft Excel, Financial Analysis, Project Management and more. Brett Dalton has 1 emails and 2 mobile phone numbers on RocketReach.
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