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Scott Dahlman Location
United States
Scott Dahlman Work
2024 -now Partner, Wealth Managment Consulting @
2021 -2024 Managing Director @
2016 -2021 Account Executive @
2006 -2016 President and Consultant @ Lindskye Corporation
1997 -2006 Vice President @ The Capital Group Companies
Scott Dahlman Education
University of Maryland
BS (Finance)
1984-1988
Scott Dahlman Skills
Executive Team
Risk Management
New Business Development
Coaching
Business Process Improvement
Income Statements
Defining Requirements
Capital Budgeting
Accounts Receivable (AR)
Cash Flow
Policies & Procedures
Teamwork
Optimization
Operations
Program Management
Industry standards
Operational Risk
Leadership
Finance
Negotiation
Financial Planning
Private Wealth Management
High-Net-Worth Individuals (HNWI)
Financial Advisory
Family Wealth Management
Business Management
Alternative Investments
Data Analysis
Financial Reporting
Asset Managment
Financial Services
Equities
Fixed Income
Financial Analysis
Microsoft Excel
Process Improvement
Securities
Asset Management
Business Analysis
SQL
Mutual Funds
Investments
Project Management
SDLC
Valuation
Bloomberg
Financial Modeling
Fund Accounting
Performance Measurement
Management
Scott Dahlman Summary
Scott Dahlman, based in United States, is currently a Partner, Wealth Managment Consulting at The Enosys Group. Scott Dahlman brings experience from previous roles at F2 Strategy, First Rate, Inc, Lindskye Corporation and The Capital Group Companies. Scott Dahlman holds a 1984 - 1988 BS in Finance @ University of Maryland. With a robust skill set that includes Executive Team, Risk Management, New Business Development, Coaching, Business Process Improvement and more. Scott Dahlman has 2 emails and 1 mobile phone numbers on RocketReach.
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