Jim Dinardo Email & Phone Number
Wealth Management Advisor @ Pioneer Financial
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Jim Dinardo Location
- New York, NY, US
Jim Dinardo Work
- Wealth Management Advisor @ (November 2001 - Present)
- Financial Advisor @ Northwestern Mutual Financial Network+ (January 2006 - January 2007)
- Financial Representative @ Northwestern Mutual Financial Network (November 2001 - December 2005)
- Investment Advisor @ Donaldson, Lufkin & Jenrette (January 1998 - January 1999)
Jim Dinardo Education
- American College, Masters In Financial Services
Masters Degree (Financial Services)
2005-2007 - The American College of Financial Services
Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter
2002-2004 - Hamilton College
Bachelor of Arts (Economics)
1994-1998
Jim Dinardo Skills
- Retirement
- Financial Planning
- Asset Management
- Wealth Management Services
- Small Business
- Portfolio Management
- Management
- Strategic Financial Planning
- Program Management
- Financial Planners
- Finance
- Economics
- Fixed Income
- Insurance
- Analysis
- Financial Services
- Equities
- Life Insurance
Jim Dinardo Summary
- Jim Dinardo, based in New York, NY, US, is currently a Wealth Management Advisor at Pioneer Financial. Jim Dinardo brings experience from previous roles at Northwestern Mutual Financial Network+, Northwestern Mutual Financial Network and Donaldson, Lufkin & Jenrette. Jim Dinardo holds a 2005 - 2007 Masters Degree in Financial Services @ American College, Masters In Financial Services. With a robust skill set that includes Retirement, Financial Planning, Asset Management, Wealth Management Services, Small Business and more. Jim Dinardo has 1 emails and 1 mobile phone numbers on RocketReach.
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