Dillon Broderick Email & Phone Number
Tax Accountant
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Dillon Broderick Location
- California, United States
Dillon Broderick Work
- 2022 -now Retirement Plan Advisor @
- 2020 -2022 Investment Associate @
- 2017 -2018 Wealth Financial Advisor @
- 2015 -2017 Senior Financial Consultant @
- 2013 -2015 Financial Advisor @
- 2010 -2013 Financial Consultant @
- now Tax Accountant @ Harb, Levy and Weiland LLP
Dillon Broderick Education
- University of California, Santa Barbara
- University of California, Santa Barbara
- Golden Gate University
Dillon Broderick Skills
- Written Communication
- Trade Execution
- Oral Communication
- Attention to Detail
- Direct Sales
- Stock Market
- 457 Plans
- Financial Sales
- Solid Professional Standards
- Educational Seminars
- Series 65
- Consultative Approach
- Pipeline Management
- Solution Selling
- Series 63
- Investments
- Wealth Management
- Customer Relationship Management (CRM)
- Equities
- Sales
- Account Management
- Business Development
- Business Analysis
- Portfolio Management
- Risk Management
- Cold Calling
- Lead Generation
- Investment Advisory
- Sales Presentations
- Customer Retention
- Onboarding
- Investor Relations
- Sales Process
- Trading
- Finance
- Microsoft Office
- Leadership
- Client Development
- Customer Service
- Time management
- Teamwork
- Relationship Building
- Interpersonal Skills
- Business Relationship Management
- Presentations
- High Net Worth Individuals
- Life & Health Insurance Licenses
- Sales Prospecting
- Data Analysis
- Research
Dillon Broderick Summary
- Dillon Broderick, based in California, United States, is currently a Tax Accountant at Harb, Levy and Weiland LLP. Dillon Broderick brings experience from previous roles at Empower, Paulson Investment Company, LLC, Bank of the West and TD Ameritrade. Dillon Broderick holds a University of California, Santa Barbara . With a robust skill set that includes Written Communication, Trade Execution, Oral Communication, Attention to Detail, Direct Sales and more. Dillon Broderick has 1 emails and 3 mobile phone numbers on RocketReach.
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