Brian Dillman Email & Phone Number
Senior Advisor, Supervision - Central Trade Review (Remote) @ Raymond James
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Brian Dillman Location
- United States
Brian Dillman Work
- 2021 - now Senior Advisor, Supervision - Central Trade Review (Remote) @
- 2020 - 2021 Advisor, Supervision - Central Trade Review (Remote) @
- 2018 - 2020 Advisor, Supervision E-Comm (Remote) @
- 2013 - 2018 Senior Branch Operations Manager @
- 2009 - 2013 Complex Operations Manager @
- 2008 - 2009 Compliance Manager @
- 2005 - 2007 Community Bank President - SVP @
- 2001 - 2005 Manager, Wells Fargo Regional Operations - AVP @
- 1999 - 2001 Senior Financial Manager - AVP @
- 1997 - 1999 Securities-Derivatives-Fixed Income Trader - Trade Desk @
- 1995 - 1997 Financial Advisor @
Brian Dillman Education
- Indiana Wesleyan University
Certificate of Advanced Graduate Studies (Accounting (CPA Candidate))
- Indiana Wesleyan University
Master of Business Administration (M.B.A.)
- Purdue University
Bachelor of Science (B.S.) (Organizational, Leadership & Supervision)
Brian Dillman Skills
- Strategic Planning
- Series 7
- Series 24
- Series 63
- Financial Analysis
- Investment Management
- Treasury Management
- Risk Management & Compliance
- Financial Forecasting
- Financial Modeling
- Trend Analysis
- Forensic Testing
- Business Analytics
- Accounting
- Regulatory Compliance
- Series 4
- Series 65
- Series 9
- Series 10
- Insurance Licensed - Life, Heath, & Variable Annuities
- Life
- Heath
- Series 3
- Variable Annuities
- Insurance Licensed
- Risk Management
- Risk Management And Compliance
Brian Dillman Summary
- Brian Dillman, based in United States, is currently a Senior Advisor, Supervision - Central Trade Review (Remote) at Raymond James. Brian Dillman brings experience from previous roles at Raymond James and Wells Fargo Advisors. Brian Dillman holds a Certificate of Advanced Graduate Studies in Accounting (CPA Candidate) @ Indiana Wesleyan University. With a robust skill set that includes Strategic Planning, Series 7, Series 24, Series 63, Financial Analysis and more. Brian Dillman has 2 emails and 1 mobile phone numbers on RocketReach.
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