Kevin Dichillo Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Kevin Dichillo Location
- Sarasota, FL, US
Kevin Dichillo Work
- 2022 -now VP - Financial Consultant @
- 2016 -now Senior Financial Consultant @
- 2012 -2015 Financial Advisor @ Tromans Slosburg Investments LLC
- 2010 -2011 Consulting Analyst @
- 2015 -2016 Financial Solutions Adivisor @
- 2008 -2010 Account Executive @
- 2005 -2008 Associate Vice President and Institutional Equity Sales @ Morgan Keegan
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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