Jack Dolan Email
Vice President @ Summit Trail Advisors
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Jack Dolan Location
- New York, NY, US
Jack Dolan Work
- Vice President @ (December 2024 - Present)
- Senior Director @ (June 2023 - July 2024)
- Senior Director @ (February 2023 - June 2023)
- Director @ (February 2021 - February 2023)
- Associate Director @ (February 2019 - February 2021)
- Senior Associate @ (January 2017 - February 2019)
- Associate @ (November 2015 - January 2017)
- Registered Representative @ (April 2015 - November 2015)
- Support Specialist @ (January 2014 - April 2015)
Jack Dolan Education
- High Point University
Bachelor of Science (BS) (Business Administration and Management, General)
2010-2014
Jack Dolan Skills
- College Education Planning
- Series 63
- PowerPoint
- Social Media
- Public Speaking
- Client Relations
- Fixed Income
- Business
- Retirement Planning
- Portfolio Management
- Investments
- Finance
- Equities
- Operations
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Time Management
- Research
- Series 7
- Securities
Jack Dolan Summary
- Jack Dolan, based in New York, NY, US, is currently a Vice President at Summit Trail Advisors. Jack Dolan brings experience from previous roles at J.P. Morgan and First Republic Private Wealth Management. Jack Dolan holds a 2010 - 2014 Bachelor of Science (BS) in Business Administration and Management, General @ High Point University. With a robust skill set that includes College Education Planning, Series 63, PowerPoint, Social Media, Public Speaking and more. Jack Dolan has 1 emails on RocketReach.
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