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
- 2014 -now Senior Wealth Advisor @
- 2013 -2014 Vice President @
- 2001 -2013 Institutional Sales Consultant @ Kornitzer Capital Management
- 1998 -2001 Wholesaler @ Dreyfus Investments
- 2014 -now Principal and Senior Wealth Manager @
- 1991 -1998 Financial Advisor @
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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