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Dixie Green Location
Houston, TX, US
Dixie Green Work
2025 -now VP Senior Regional Director - Intermediary @
2022 -2025 Senior Wealth Consultant @
2019 -2022 Advisor Consultant @
2000 -2019 Regional Vice President @
Dixie Green Education
Texas McCombs School of Business
Bachelor of Business Administration (BBA) (Accounting and Finance)
1988-1992
Dixie Green Skills
Wholesale
Asset Management
Series 6
Fixed Annuities
IRAs
Separately Managed Accounts
Mutual Funds
Series 7
401k
Wealth Management
Investments
Investment Advisory
Asset Allocation
ETFs
Alternative Investments
Series 63
Strategic Financial Planning
Retirement
Retirement Planning
Securities
Series 24
Asset Managment
Life Insurance
Investment Strategies
Financial Advisory
Series 65
Risk Management
Hedge Funds
Relationship Management
Insurance
Defined Contribution
Fixed Income
Uniform Combined State Law
Estate Planning
FINRA
Investment Management
Financial Analysis
Bloomberg
Trading
Long-term Care
Portfolio Management
Equity Research
Variable Annuities
Equities
Private Equity
Pensions
Financial Services
Leadership
Microsoft Office
Project Management
Business Development
Retail
Long Term Care
Management
Marketing
Dixie Green Summary
Dixie Green, based in Houston, TX, US, is currently a VP Senior Regional Director - Intermediary at Voya Investment Management. Dixie Green brings experience from previous roles at DWS Group, New York Life Investments and Invesco Ltd.. Dixie Green holds a 1988 - 1992 Bachelor of Business Administration (BBA) in Accounting and Finance @ Texas McCombs School of Business. With a robust skill set that includes Wholesale, Asset Management, Series 6, Fixed Annuities, IRAs and more. Dixie Green has 1 emails and 1 mobile phone numbers on RocketReach.
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