Nick Dalgety Location
- Chicago, IL, US
Nick Dalgety Work
- 2022 - now Director - Retail @
- 2013 - 2022 Regional Director - Midwest @
- 2012 - 2013 Vice President - Institutional Business Development @
- 2011 - 2012 Wealth Manager @ Balasa Dinverno Foltz LLC
- 2004 - 2011 Vice President @
- 2002 - 2004 Associate @
- 1999 - 2002 Analyst @
Nick Dalgety Education
- University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (Finance)
- DePaul University
(Financial Planning Certificate Progam)
Nick Dalgety Skills
- Wealth Management
- Retirement Planning
- Business Planning
- Financial Planning
- Investments
- Investment Advisory
- Personal Finance
- Private Wealth Management
- Wealth Preservation Strategies
- Wealth Transfer Planning
- Comprehensive Wealth Management
- Charitable Giving Strategies
- Exit Strategies
- Divorce Planning
- Wealth
- Financial Advisory
- Wealth Management Services
- Strategy
- Strategic Financial Planning
- Leadership
- Sales
- Portfolio Management
- Business Analysis
- Marketing
- JavaScript
- RIA
Nick Dalgety Summary
- Nick Dalgety, based in Chicago, IL, US, is currently a Director - Retail at DoubleLine. Nick Dalgety brings experience from previous roles at DoubleLine, Copeland Capital, Balasa Dinverno Foltz LLC and Goldman Sachs Asset Management. Nick Dalgety holds a Bachelor of Business Administration in Finance @ University of Iowa - Henry B. Tippie College of Business. With a robust skill set that includes Wealth Management, Retirement Planning, Business Planning, Financial Planning, Investments and more. Nick Dalgety has 2 emails and 2 mobile phone numbers on RocketReach.
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Top DoubleLine Group LP Employees
Nick Dalgety
Director - Retail
Chicago, IL, US
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Jacob O'Mara
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Lou Ceniza
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Irvine, CA, US
Russell Pidwell
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