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Dustin Eldridge Location
Dallas, TX, US
Dustin Eldridge Work
Managing Director @ (February 2025 - Present)
Founder and Head Wealth Coach @ (April 2022 - April 2025)
Director, Client Advisory Team @ (September 2019 - April 2022)
Financial Planner @ (September 2016 - September 2019)
Financial Advisor @ (October 2014 - September 2016)
Compliance Advisor @ (October 2012 - October 2014)
Staffing Consultant @ The Mergis Group, a Randstad Company (January 2010 - November 2012)
Recruiter @ (January 2010 - September 2010)
Game Day Event Operations Staff Assistant @ (July 2008 - December 2009)
Dustin Eldridge Education
University of South Florida
BS (Marketing, Minor in Finance)
2005-2009
Dustin Eldridge Skills
Financial Advisory
Consulting
Accounting
Salesforce.com
Bonds
Securities Regulation
Sales
Business Development
Financial Regulation
Government Bonds
Financial Services
Compliance
FINRA
Compliance Operations
Securities Market
Stocks
Client Development
New Business Development
Finance Consulting
Securities License
Municipal Bonds
Services
Accounting Consulting
Financial Audits
Securities
Dustin Eldridge Summary
Dustin Eldridge, based in Dallas, TX, US, is currently a Managing Director at MAI Capital Management. Dustin Eldridge brings experience from previous roles at TEAM Private Wealth Management, Tolleson Wealth Management, Carter Financial Management and Raymond James Financial Services, Inc. Member FINRA/SIPC. Dustin Eldridge holds a 2005 - 2009 BS in Marketing, Minor in Finance @ University of South Florida. With a robust skill set that includes Financial Advisory, Consulting, Accounting, Salesforce.com, Bonds and more. Dustin Eldridge has 2 emails and 2 mobile phone numbers on RocketReach.
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