Dan Dimitrijevic Email & Phone Number
Senior Vice President, Wealth Advisor @ Capital Advisors
5 free lookup(s).
Dan Dimitrijevic Location
- Austin, TX, US
Dan Dimitrijevic Work
- 2025 -now Senior Vice President, Wealth Advisor @
- 2023 -2025 Vice President, Wealth Advisor @
- 2019 -2023 Wealth Management Advisor @
- 2018 -2019 Branch Manager (Scottrade Nov '05 - Feb '18) @
- 2005 -2018 Producing Branch Manager @
- 2001 -2005 Investment Consultant @
Dan Dimitrijevic Education
- Missouri State University
Bachelor of Science Degree in Finance (Minor in Accounting)
2001
Dan Dimitrijevic Skills
- Series 63
- People Development
- Portfolio Management
- Team Management
- Finance
- Series 7
- ETFs
- 401k Rollovers
- Mutual Funds
- Team Leadership
- Strategic Financial Planning
- Equities
- High Net Worth Individuals
- Securities
- Retirement Planning
- Wealth Management Services
- Asset Allocation
- FINRA
- Management
- Strategic Negotiations
- Fixed Income
- Series 24
- Training
- Television
- Video Production
- Financial Services
- Investments
- Leadership
- Leadership Development
- Mentoring
- Supervisory Management
- New Business Development
- Financial Modeling
- Bonds
- Series 66
- Social Media
- Financial Planning
- Banking
- Business Coaching
- Options
Dan Dimitrijevic Summary
- Dan Dimitrijevic, based in Austin, TX, US, is currently a Senior Vice President, Wealth Advisor at Capital Advisors. Dan Dimitrijevic brings experience from previous roles at Capital Advisors, TIAA, TD Ameritrade and Scottrade. Dan Dimitrijevic holds a Bachelor of Science Degree in Finance in Minor in Accounting @ Missouri State University. With a robust skill set that includes Series 63, People Development, Portfolio Management, Team Management, Finance and more. Dan Dimitrijevic has 2 emails and 1 mobile phone numbers on RocketReach.
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Dan Dimitrijevic
Senior Vice President, Wealth Advisor
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