Dwight Twillman Email & Phone Number
Principal and Senior Wealth Manager @ The Retirement Planning Group
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Dwight Twillman Location
- Overland Park, KS, US
Dwight Twillman Work
- Senior Wealth Advisor @ (February 2014 - Present)
- Vice President @ (June 2013 - February 2014)
- Institutional Sales Consultant @ Kornitzer Capital Management (October 2001 - June 2013)
- Wholesaler @ Dreyfus Investments (September 1998 - October 2001)
- Principal and Senior Wealth Manager @ (February 2014 - Present)
- Financial Advisor @ (October 1991 - September 1998)
Dwight Twillman Education
- University of Central Missouri
Bachelor of Science (B.S.)
1986-1990
Dwight Twillman Skills
- Pensions
- Finance
- Asset Allocation
- Estate Planning
- Investment Strategies
- Equities
- CRM
- Portfolio Management
- Fixed Income
- Asset Management
- Wealth Management
- Financial Planners
- Mutual Funds
- Investments
- Series 63
- Alternative Investments
- Retirement Planning
- Investment Management
- Accounting
- Sales
- Strategy
- Series 7
Dwight Twillman Summary
- Dwight Twillman, based in Overland Park, KS, US, is currently a Principal and Senior Wealth Manager at The Retirement Planning Group. Dwight Twillman brings experience from previous roles at Cetera Financial Group, Fisher Investments, Kornitzer Capital Management and Dreyfus Investments. Dwight Twillman holds a 1986 - 1990 Bachelor of Science (B.S.) @ University of Central Missouri. With a robust skill set that includes Pensions, Finance, Asset Allocation, Estate Planning, Investment Strategies and more. Dwight Twillman has 2 emails and 2 mobile phone numbers on RocketReach.
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Chief Investment Officer
Overland Park, KS, US
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