Seth Dansby Email
Assistant Portfolio Manager @ United Bank Wealth Management Services
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Seth Dansby Location
- Williamson, GA, US
Seth Dansby Work
- Wealth Management Advisor @ (September 2026 - Present)
- Assistant Portfolio Manager @ (September 2022 - Present)
- Business Services Consultant @ (January 2019 - September 2022)
- Universal Banker @ (January 2015 - December 2018)
Seth Dansby Education
- American Banking Association
Certification in Integrated Wealth Planning and Advice
2025-2026 - American Banking Association
Certification in Fiduciary Principles and Ethics (Fiduciary Responsibilities)
2024-2024 - American Banking Association
Certification in Fiduciary Risk and Compliance (Risk Management)
2024-2024 - American Banking Association
Certification in Asset Management (Portfolio Management)
2022-2023 - Southern Crescent Technical College
Associate's degree (Business Administration and Management, General)
2018-2021
Seth Dansby Skills
- Asset Management
- Business Advisory Services
- Business Development
- Consultancy Services
- Customer Service
- Data Analysis
- Fiduciary Liability
- Fiduciary Services
- Finance
- Financial Advisory
- Financial Analysis
- General Insurance
- Human Resource Development
- Independent Financial Advice
- Investment Portfolios
- Legal Liability
- Operations Management
- Portfolio Construction
- Private Wealth Management
- Professional Ethics
- Retail Banking
- Retirement Planning
- Risk Assessment
- Sales
- Sales Operations
- Software Project Management
- Structured Analysis
Seth Dansby Summary
- Seth Dansby, based in Williamson, GA, US, is currently a Assistant Portfolio Manager at United Bank Wealth Management Services. Seth Dansby brings experience from previous roles at United Bank Wealth Management Services and United Bank Corporation. Seth Dansby holds a 2025 - 2026 Certification in Integrated Wealth Planning and Advice @ American Banking Association. With a robust skill set that includes Asset Management, Business Advisory Services, Business Development, Consultancy Services, Customer Service and more. Seth Dansby has 1 emails on RocketReach.
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