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Bethany's email & phone

Position:Research Analyst, Portfolio Manager at Dakota Wealth Management
Experience:12 years
Location:United States

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Work Experience

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 8 months.

Education

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

Current Company Information Dakota Wealth Management

Name: Dakota Wealth Management

Speciality: Investment Management, Financial Planning, Estate Planning, Trust Planning, Tax Planning, Business Consulting, Executive Consulting, Legacy Planning, Retirement Planning

Location: Palm Beach Gardens, Florida, United States

Employees: 100-200

HQ Phone: (561) 774-8101

Description: Dakota Wealth Management is an investment management firm that offers investment portfolios and strategies to achieve the client's success....

Frequently Asked Questions

What is Bethany's minimum period of employment in the companies?

Bethany's minimum period of employment in various companies is 2 years 8 months.

What is Bethany's average duration of employment for different companies?

On average, Bethany works for one company for 3 years 6 months

What industries has Bethany worked in?

Bethany works in the Financial Services.

What positions has Bethany held before?

Previously, Bethany worked as a Financial Analyst, and Audit Associate.

How do I contact Bethany?

Bethany's email address is b*****y@dakotawm.com, phone number is +1-***-***-4238. Sign up to get contact details.

Who is the Founder & CEO of the Dakota Wealth Management?

The Founder & CEO of the Dakota Wealth Management is Peter J. Raimondi

Bethany Namesakes

Name
Company
Position
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Aging Care Connections
Billing Coordinator
B
Ping Recreation Center
MSA
B
Talent Acquisition Specialist

Other employees at Dakota Wealth Management

Name
Company
Position
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Managing Director, Senior Client Advisor
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Investment Research Co-Op

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