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Dave Delfino Location
New York, NY, US
Dave Delfino Work
Financial Advisor @ (June 2018 - Present)
Vice President, Financial Consultant @ (January 2009 - June 2018)
Dave Delfino Education
Eastern Connecticut State University
BA (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
The American College
MS (Financial Services)
Dave Delfino Skills
Asset Allocation
Bonds
ETFs
Equities
Financial Planning
Fixed Income
Investment Advisory
Investment Strategies
Investments
Life Insurance
Mutual Funds
Retirement Plan Consulting
Retirement Planning
Securities
Wealth Accumulation
Wealth Management Services
Series 7
401k
Series 66
Team Management
MIS
Banking
Dave Delfino Summary
Dave Delfino, based in New York, NY, US, is currently a Financial Advisor at Essex Financial. Dave Delfino brings experience from previous roles at Fidelity Investments. Dave Delfino holds a BA in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ Eastern Connecticut State University. With a robust skill set that includes Asset Allocation, Bonds, ETFs, Equities, Financial Planning and more. Dave Delfino has 1 emails on RocketReach.
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