Dave Dickson Email & Phone Number
Financial Advisor @ Yellow Cardinal Advisory Group
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Dave Dickson Location
- Cincinnati, OH, US
Dave Dickson Work
- Financial Advisor @ (March 2020 - Present)
- Associate Wealth Advisor @ (February 2022 - September 2022)
- Relationship Manager @ (April 2020 - February 2022)
- Assistant Financial Center Manager @ (January 2019 - April 2020)
- Mortgage Loan Officer @ (October 2017 - October 2018)
- Personal Banker @ (July 2013 - October 2017)
- Sales Manager @ (March 2015 - May 2016)
Dave Dickson Education
- Wilmington College
Bachelor of Business Administration (B.B.A.) minor in Finance (Accounting and Business/Management)
2012-2013
Dave Dickson Skills
- Wealth Management
- Investments
- Estate Planning
- Account Management
- Financial Analysis
- Customer service and Sales
- Finance
- Management
- Marketing
- Business Administration
- Networking
- Personal Development
- Design
- Fine Art
- Sales Management
- Sales
- Sales Process
- Social Networking
- Customer Satisfaction
- Customer Service
- Microsoft Office
- Social Media
- Training
- Real Estate
- Mortgage Lending
Dave Dickson Summary
- Dave Dickson, based in Cincinnati, OH, US, is currently a Financial Advisor at Yellow Cardinal Advisory Group. Dave Dickson brings experience from previous roles at First Financial Bank and Fifth Third Bank. Dave Dickson holds a 2012 - 2013 Bachelor of Business Administration (B.B.A.) minor in Finance in Accounting and Business/Management @ Wilmington College. With a robust skill set that includes Wealth Management, Investments, Estate Planning, Account Management, Financial Analysis and more. Dave Dickson has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Yellow Cardinal Advisory Group Employees
Kevin Hack
Wealth Advisor III
Cleveland, OH, US
Carter Ruml
Director, Wealth Strategy
Cincinnati, OH, US
Stephen Ford
Managing Director
Columbus, OH, US
Kimberly Miller
Vice President and Senior Private Banker
Medina, OH, US
John Shockley
Fiduciary Manager
Columbus, OH, US
David Liles
Director, Wealth Strategy and Administration
Milford, OH, US
John Allshouse
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Cincinnati, OH, US
Dave Dickson
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Carlton Zesch
Executive Managing Director, Head of Investment Banking
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Patrick Fitz
Investment Banking Associate
Cincinnati, OH, US
James Klasa
Wealth Regional Market President - IN and IL
Indianapolis, IN, US
Nader Harb
Digital Product Manager
Cincinnati, OH, US
Mark Iannarelli
Fixed Income Director
Cincinnati, OH, US
Adam Fath
Vice President, Fiduciary Officer
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Richard Roesch
Director of Research
Dayton, OH, US
Seth Keele
Vice President and Wealth Advisor
Columbus, IN, US
Brooke Dittman
Wealth Associate
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Shawn Fishbaugh
Director of Equities
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George Gates
Investment Banking Analyst
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Shannon Cornell
Compliance Manager
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