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: 2026-06-19
Updated: 2026-06-19

Found email addresses for Bethany:

Business emails:
b****n@criticalpathconstruction.com,
b****n@dakotawm.com
Personal emails:
b****n@andrew.cmu.edu,
a********1@gmail.com

Found phone for Bethany:

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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 10 months.

Education

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

Bethany Namesakes

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Position
Bethany Snellings
Certified Flight Instructor
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Bethany
Talent Acquisition Specialist
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Bethany
Freelance Writer
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Other employees at Dakota Wealth Management

Name
Company
Position
Rose Geffrard
Administrative Assistant
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Ryan Cordner
Operations Analyst
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Marilyn Rios
Managing Director, Senior Client Advisor
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Denyse Schlenker
Relationship Associate
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Lee Pace
Senior Wealth Advisor
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Logan Good
Research Analyst
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Donald Loveless
Managing Director
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Alice Cheney
Relationship Associate
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Madelyn Fahnestock
Relationship Associate
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Victoria Boyne
Client Services Associate
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