Eric Dyson Email & Phone Number
Executive Director
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Eric Dyson Location
- Plano, TX, US
Eric Dyson Work
- 2021 -now Volunteer - CFP® Board of Standards - Enforcements and Investigations @ Certified Financial Board of Standards
- 2020 -now Executive Director @ 90 North Consulting
- 2020 -now Executive Director @
- 2018 -now Expert Witness @ 90 North Consulting, LLC
- 2018 -2023 Adjunct Instructor SMU CAPE Financial Planning Certficate Program @ Southern Methodist University Continuing and Professional Education - SMU CAPE
- 2018 -2020 Director, ERISA Major Accounts @
- 2015 -2018 Director @
- 2013 -2018 Vice President Retirement Services @
- 2006 -2013 Consultant, Retirement Services @
- 2000 -2006 Account Executive @
- 1983 -1994 Chief Engineer USS GROTON (SSN 694) @
Eric Dyson Education
- fi360
AIF®, Accredited Investment Fiduciary (Fiduciary Guidance)
2008-2008 - fi360 2008-2008
- Certified Financial Planner Board of Standards
CFP, Certified Financial Planner
2004-2004 - United States Naval Academy
BS (Naval Architecture)
1979-1983 - TJHS 1975-1979
Eric Dyson Skills
- Sales
- Investment Strategies
- Leadership
- Executive Management
- Investment Advisory
- Risk Management
- Wealth Management
- Mutual Funds
- Series 63
- Strategic Planning
- Qualified Retirement Plans
- 401k
- Investments
- FINRA
- Retirement Planning
- Financial Advisory
- Financial Services
- 401k Retirement Savings Plans
- Management
- Compensation and Benefits
- ERISA
- Customer Service
- Business Planning
- Securities
- Finance
- Defined Benefit
- Training
- Financial Analysis
- Retirement
- Benefits Administration
- Asset Allocation
- Team Building
- 401 Retirement Savings Plans
Eric Dyson Summary
- Eric Dyson, based in Plano, TX, US, is currently a Executive Director at 90 North Consulting. Eric Dyson brings experience from previous roles at Certified Financial Board of Standards, 90 North Consulting, 90 North Consulting, LLC and Southern Methodist University Continuing and Professional Education - SMU CAPE. Eric Dyson holds a 2008 - 2008 AIF®, Accredited Investment Fiduciary in Fiduciary Guidance @ fi360. With a robust skill set that includes Sales, Investment Strategies, Leadership, Executive Management, Investment Advisory and more. Eric Dyson has 3 emails and 1 mobile phone numbers on RocketReach.
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