Dylan Ripley Email & Phone Number
CEO and Managing Partner @ Cedarwood Financial Partners
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Dylan Ripley Location
- Temple, Texas, United States
Dylan Ripley Work
- CEO and Managing Partner @ (December 2022 - Present)
- Regional Growth Leader @ (August 2020 - December 2022)
- Limited Partner @ (January 2019 - December 2022)
- Financial Advisor @ (June 2014 - December 2022)
- Financial Advisor Trainee @ (February 2014 - June 2014)
- Founder @ Ocho QB Academy (April 2012 - May 2014)
Dylan Ripley Education
- College of Financial Planning
Acredited Asset Management Specialist
2016-2017 - The University of Texas at San Antonio
Public Administration (Public Administration and Business Management, General)
2010-2013
Dylan Ripley Skills
- Asset Allocation
- Asset Strategies
- Customer Service
- Estate and Legacy Strategies
- Finance
- Financial Analysis
- Investments
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Portfolio Review
- Portfolio Strategies
- Public Speaking
- Retirement
- Strategic Planning
- Team Building
- Wealth Preservation Strategies
- Wealth Transfer
Dylan Ripley Summary
- Dylan Ripley, based in Temple, Texas, United States, is currently a CEO and Managing Partner at Cedarwood Financial Partners. Dylan Ripley brings experience from previous roles at Edward Jones. Dylan Ripley holds a 2016 - 2017 Acredited Asset Management Specialist @ College of Financial Planning. With a robust skill set that includes Asset Allocation, Asset Strategies, Customer Service, Estate and Legacy Strategies, Finance and more. Dylan Ripley has 1 emails and 3 mobile phone numbers on RocketReach.
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