Dilda Dalvi Email & Phone Number
Vice President Operations @ Harrell Investment Partners
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Dilda Dalvi Location
- Austin, TX, US
Dilda Dalvi Work
- 2022 -now Vice President Operations @
- 2021 -2022 Director Of Operations @
- 2020 -2021 Branch Administrator @
- 2017 -2019 Sr. Registered Client Service Associate @
- 2014 -2015 Registered Client associate @
- 2013 -2014 PCG Branch Liaison @
- 2009 -2009 Operations Manager @
- 2006 -2009 Operations Manager @
- 2004 -2006 Client Service Associate @
- 1999 -2000 Client Service @
- 1997 -1999 Customer Service @ Hutchison Max Telecom (MaxTouch/Orange)
Dilda Dalvi Education
- Karnatak University
Dilda Dalvi Skills
- Equities
- Portfolio Management
- FINRA
- Financial Advisory
- Series 63
- Management
- Securities
- Investments
- Telecommunications
- Asset Management
- Risk Management
- Customer Service Management
- Series 24
- Financial Services
- Retirement Planning
- Wealth Management
- Mutual Funds
- Series 9
- Series 7
- Asset Managment
Dilda Dalvi Summary
- Dilda Dalvi, based in Austin, TX, US, is currently a Vice President Operations at Harrell Investment Partners. Dilda Dalvi brings experience from previous roles at Harrell Investment Partners, Raymond James and Wells Fargo Advisors. Dilda Dalvi holds a Karnatak University. With a robust skill set that includes Equities, Portfolio Management, FINRA, Financial Advisory, Series 63 and more. Dilda Dalvi has 1 emails and 1 mobile phone numbers on RocketReach.
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Dilda Dalvi
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