Richard Dewitt Email & Phone Number
Senior Financial Advisor @ The Cape Cod Five Cents Savings Bank
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Richard Dewitt Location
- Edgartown, MA, US
Richard Dewitt Work
- 2018 - now Senior Financial Advisor @ The Cape Cod Five Cents Savings Bank
- 2006 - 2018 Managing Consultant and Senior Vice President @
- 2004 - 2005 Managing Director @
- 1986 - 2004 Managing Director @ Deutsche Bank Securities
- 1984 - 1985 Vice President @ Bear Stearns
- 1982 - 1984 Vice President @
Richard Dewitt Education
- Plymouth State University
(Business, Management, Marketing, and Related Support Services)
- University of Rochester
Richard Dewitt Skills
- Investments
- Asset Managment
- Wealth Management
- Securities
- Mutual Funds
- Series 7
- Retirement Planning
- Estate Planning
- Financial Services
- Alternative Investments
- Retirement
- Asset Management
- Financial Planning
- Asset Allocation
- Portfolio Management
- Equities
- Hedge Funds
- Capital Markets
- Management
- Risk Management
- Fixed Income
- Investment Advisory
- Banking
- Strategy
- Financial Modeling
- Financial Advisory
- Sales Process
- Business Development
- Strategic Planning
- Sales Management
- Trading
Richard Dewitt Summary
- Richard Dewitt, based in Edgartown, MA, US, is currently a Senior Financial Advisor at The Cape Cod Five Cents Savings Bank. Richard Dewitt brings experience from previous roles at Cannon Financial Institute, Inc., WR Hambrecht, Deutsche Bank Securities and Bear Stearns. Richard Dewitt holds a Plymouth State University. With a robust skill set that includes Investments, Asset Managment, Wealth Management, Securities, Mutual Funds and more. Richard Dewitt has 1 emails and 1 mobile phone numbers on RocketReach.
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