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Dillon Broderick Location
California, United States
Dillon Broderick Work
Retirement Plan Advisor @ (May 2022 - Present)
Investment Associate @ (July 2020 - May 2022)
Wealth Financial Advisor @ Bank of the West (April 2017 - November 2018)
Senior Financial Consultant @ (November 2015 - April 2017)
Financial Advisor @ (February 2013 - April 2015)
Financial Consultant @ (September 2010 - January 2013)
Tax Accountant @ Harb, Levy and Weiland LLP (January 2008 - May 2010)
Dillon Broderick Education
UC Santa Barbara
BA (Ethics and Public Policy)
Golden Gate University
Advanced certificate (Accounting)
University of California, Santa Barbara
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 Retirement Plan Advisor at Empower. Dillon Broderick brings experience from previous roles at Paulson Investment Company, LLC, Bank of the West, TD Ameritrade and E*TRADE. Dillon Broderick holds a BA in Ethics and Public Policy @ UC 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 2 emails and 3 mobile phone numbers on RocketReach.
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