Kevin Dichillo Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Kevin Dichillo Location
- Sarasota, FL, US
Kevin Dichillo Work
- VP - Financial Consultant @ (March 2022 - Present)
- Senior Financial Consultant @ (November 2016 - Present)
- Financial Advisor @ Tromans Slosburg Investments LLC (April 2012 - October 2015)
- Consulting Analyst @ (November 2010 - November 2011)
- Financial Solutions Adivisor @ (October 2015 - December 2016)
- Account Executive @ (June 2008 - January 2010)
- Associate Vice President and Institutional Equity Sales @ Morgan Keegan (September 2005 - June 2008)
Kevin Dichillo Education
- Franklin & Marshall College
B.A. (Business/Art)
2000-2005 - Westminster
Prep School
1996-2000
Kevin Dichillo Skills
- Equities
- Investments
- Trading
- Portfolio Management
- Series 7
- Bloomberg
- Hedge Funds
- Securities
- Fixed Income
- Series 63
- Asset Managment
- Capital Markets
- Alternative Investments
- Financial Analysis
- Series 65
- Insurance
- Healthcare Management
- Life Insurance
- Variable Annuities
- Fixed Annuities
- Analysis
- Strategy
Kevin Dichillo Summary
- Kevin Dichillo, based in Sarasota, FL, US, is currently a VP - Financial Consultant at Charles Schwab. Kevin Dichillo brings experience from previous roles at TD Ameritrade, Tromans Slosburg Investments LLC, Energy Platform Solutions (EPSol) and Bank of America Merrill Lynch. Kevin Dichillo holds a 2000 - 2005 B.A. in Business/Art @ Franklin & Marshall College. With a robust skill set that includes Equities, Investments, Trading, Portfolio Management, Series 7 and more. Kevin Dichillo has 4 emails and 2 mobile phone numbers on RocketReach.
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Kevin Dichillo
VP - Financial Consultant
Sarasota, FL, US
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