Brett Orvieto Email & Phone Number

Managing Director, Senior Wealth Advisor @ Dakota Wealth Management

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Brett Orvieto Location

Fort Lauderdale, FL, US

Brett Orvieto Work

2018 - now Managing Director, Senior Wealth Advisor @ Dakota Wealth Management
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2013 - 2018 Partner @ Strategic Asset Management
2007 - 2013 Vice President - Equity Trading @ Morgan Stanley
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2006 - 2006 Summer Analyst Equity and Fixed Income Sales and Trading @ Goldman Sachs

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Brett Orvieto Education

Emory University
Bachelor of Arts (B.A.) (Mathematics)
2003 - 2007
Emory University - Goizueta Business School
Bachelor of Business Administration (BBA), Finance, General (Finance)
2003 - 2007

Brett Orvieto Skills

Derivatives
Fixed Income
Marketing

Investments
Business Strategy
Business Development
Equity Trading
Mergers and Acquisitions
Start Ups
Mediation

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Brett Orvieto Summary

Brett Orvieto, based in Fort Lauderdale, FL, US, is currently a Managing Director, Senior Wealth Advisor at Dakota Wealth Management LLC. Brett Orvieto brings experience from previous roles at Strategic Asset Management, Morgan Stanley and Goldman Sachs. Brett Orvieto holds a 2003 - 2007 Bachelor of Arts (B.A.) in Mathematics @ Emory University. With a robust skill set that includes Derivatives, Fixed Income, Marketing, Investments, Business Strategy and more. Brett Orvieto has 3 emails and 1 mobile phone numbers on RocketReach.

Brett Orvieto Emails

Found 3 emails

Brett Orvieto Phone Numbers

Found 1 phone numbers

954873XXXX

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Others Named Brett Orvieto

Brett Orvieto

Managing Partner at Dakota Wealth Management

Fort Lauderdale, Florida, United States
1
- dakotawm.com
1
- 954873XXXX

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Managing Director at Dakota Wealth Management

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Managing Director, Senior Wealth Advisor at Dakota Wealth Management

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Kennebunk, ME, US
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Cdfa Gina K. Bartell

Managing Director at Dakota Wealth Management

Sartell, MN, US
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Dale Miller

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Donald Loveless

Managing Director at Dakota Wealth Management

Billings, MT, US
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Marilyn Rios

Managing Director, Senior Client Advisor at Dakota Wealth Management

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West Palm Beach, FL, US
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