Bethany

Bethany: Email & Phone Number

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Research Analyst, Portfolio Manager at Dakota Wealth Management|United States

Position:

Research Analyst, Portfolio Manager at Dakota Wealth Management

Location:

United States

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Last updated: 2026-05-13
Updated: 2026-05-13

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Work Experience 12 years

Research Analyst, Portfolio Manager at Dakota Wealth Management

Jan 2022 - Current

Financial Analyst at Pineno Levin & Ford Asset Management

Sep 2017 - Dec 2021

Audit Associate at KPMG US

Nov 2014 - Jul 2017

Bethany started working in 2014, then the employee has changed 2 companies and 2 jobs. On average, Bethany works for one company for 3 years 9 months.

Education

Master's Degree at The University of Texas at Austin - Red McCombs School of Business

Frequently Asked Questions

What is Bethany's email address?

SignalHire found a verified business email address for Bethany: b*****y@dakotawm.com.

What is Bethany's phone number?

SignalHire found a verified phone number for Bethany: +1-***-***-4270.

How do I contact Bethany at Dakota Wealth Management?

You can reach Bethany through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Bethany's professional background?

Bethany has 12 years of professional experience. They have held roles including Financial Analyst, and Audit Associate at companies such as Pineno Levin & Ford Asset Management, and KPMG US. Their education includes Master's Degree from The University of Texas at Austin - Red McCombs School of Business.

Is Bethany's contact information up to date?

Yes. Bethany's SignalHire profile was last updated on 13 May 2026, reflecting their current position as Research Analyst, Portfolio Manager at Dakota Wealth Management in Palm Beach Gardens, Florida, United States.

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Denyse Schlenker
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Logan Good
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Donald Loveless
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Alice Cheney
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Madelyn Fahnestock
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Victoria Boyne
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