Lou della Valle Email & Phone Number

Managing Director @ Dakota Wealth Management

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Lou della Valle Location

Mansfield, MA, US

Lou della Valle Work

2024 - now Managing Director @ Dakota Wealth Management
2016 - 2024 Co-Founder @ C2C Wealth Management
2011 - 2016 Senior Vice President @ LPL Financial

2011 - 2016 Private Wealth Advisor @ LPL Financial
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2005 - 2011 Vice President @ Lincoln Financial Group
2000 - 2005 Senior Vice President @ UBS Group AG
1994 - 2000 Vice President @ Morgan Stanley

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Lou della Valle Education

Bentley University
Bachelor's degree (Business/Managerial Economics)
1989 - 1993

Lou della Valle Skills

Microsoft Office
Customer Service
Strategic Planning

Financial Analysis
Management
Project Management

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Lou della Valle Summary

Lou della Valle, based in Mansfield, MA, US, is currently a Managing Director at Dakota Wealth Management. Lou della Valle brings experience from previous roles at C2C Wealth Management, LPL Financial and Lincoln Financial Group. Lou della Valle holds a 1989 - 1993 Bachelor's degree in Business/Managerial Economics @ Bentley University. With a robust skill set that includes Microsoft Office, Customer Service, Strategic Planning, Financial Analysis, Management and more. Lou della Valle has 1 emails on RocketReach.

Lou della Valle Emails

Found 1 emails

@dakotawm.com

Lou della Valle Phone Numbers

Found 2 phone numbers

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Lou della Valle

Managing Director at Dakota Wealth Management

Mansfield, MA, US
1
- dakotawm.com
2
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Lou della Valle

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