Dan Chillemi Email & Phone Number
Managing Director - Financial Advisor | Senior Consulting Group | Institutional Consulting Group @ RBC Wealth Management Financial Services Inc.
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Dan Chillemi Location
- Indianapolis, IN, US
Dan Chillemi Work
- Managing Director - Financial Advisor | Senior Consulting Group | Institutional Consulting Group @ (October 2022 - Present)
- Senior Vice President-Wealth Management and Senior Retirement Plan Consultant @ (April 2009 - October 2022)
- Financial Advisor @ (January 2005 - January 2009)
Dan Chillemi Education
- Butler University
LAS (International Studies, Spanish, French)
2002-2005 - University of Evansville
LAS (International Studies, Spanish, French)
2001-2002
Dan Chillemi Skills
- Portfolio Management
- Microsoft Office
- Project Management
- Business Analysis
- Sales
- Strategic Financial Planning
- Qualified Retirement Plans
- Fixed Annuities
Dan Chillemi Summary
- Dan Chillemi, based in Indianapolis, IN, US, is currently a Managing Director - Financial Advisor | Senior Consulting Group | Institutional Consulting Group at RBC Wealth Management Financial Services Inc.. Dan Chillemi brings experience from previous roles at UBS and Merrill Lynch. Dan Chillemi holds a 2002 - 2005 LAS in International Studies, Spanish, French @ Butler University. With a robust skill set that includes Portfolio Management, Microsoft Office, Project Management, Business Analysis, Sales and more. Dan Chillemi has 1 emails and 3 mobile phone numbers on RocketReach.
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