Dylan Ballard Email & Phone Number
Senior Vice President, Investment Technology and Operations @ Robertson Stephens
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Dylan Ballard Location
- New York, NY, US
Dylan Ballard Work
- 2026 -now Senior Vice President, Investment Technology and Operations @
- 2023 -2026 Vice President, Investment Technology and Operations @
- 2020 -2022 Sr. Portfolio Analyst @
- 2017 -2020 Portfolio Analyst @
- 2016 -2017 Equity Trader @
- 2013 -2015 Investment Consultant (IC) @
Dylan Ballard Education
- University of Pittsburgh
Bachelor of Arts (B.A.) (Economics)
2009-2013 - University of Pittsburgh
Bachelor of Arts (B.A.) (History)
2009-2013
Dylan Ballard Skills
- Series 63
- Foreign Exchange
- Charles River IMS
- Risk Management
- Portfolio Management
- Investments
- Customer Service
- Business Analysis
- Mutual Funds
- Investment Management
- Equities
- Options Strategies
- Project Management
- Precious Metals
- Financial Analysis
- Microsoft Excel
- CRM
- Client Relations Skills
- Financial Modeling
- Finance
- Trading
- Analytical Thinker
- Asset Allocation
- Strategic Planning
- Analytical Skills
- Equity Trading
- Tamarac Advisor Rebalancing
- Microsoft Office
- Unit Investment Trusts
- Series 7
- Financial Services
Dylan Ballard Summary
- Dylan Ballard, based in New York, NY, US, is currently a Senior Vice President, Investment Technology and Operations at Robertson Stephens. Dylan Ballard brings experience from previous roles at Robertson Stephens and HEFREN-TILLOTSON, INC.. Dylan Ballard holds a 2009 - 2013 Bachelor of Arts (B.A.) in Economics @ University of Pittsburgh. With a robust skill set that includes Series 63, Foreign Exchange, Charles River IMS, Risk Management, Portfolio Management and more. Dylan Ballard has 1 emails and 1 mobile phone numbers on RocketReach.
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