Alyssa Dalbey
- Role
- Wealth Manager & Shareholder at Schultz Financial Group Inc
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
About Alyssa Dalbey
I am a fee-only wealth manager passionate about helping clients achieve their personal…
Experience
Wealth Manager & Shareholder
Aug 2021 — Present
Create financial and investment plans that cater to individual client goals, needs, and limitations. Provide a unique client experience through personal touches and proactive communication. Lead the wealth management team in project implementation.
Education
University of Nevada, Reno
Bachelor of Science (B.S.), Finance and Economics
College for Financial Planning
CFP Certification Professional Education Program
EHU
International/Global Studies
The University of Chicago Booth School of Business
Certified Private Wealth Advisor® Executive Education Program
College for Financial Planning
Master of Science - MS, Personal Financial Planning
Skills
- Outlook
- Newsletters
- Communication
- Social Networking
- Nonprofit Organizations
- Team Building
- Microsoft Office
- Community Outreach
- Time Management
- Management
- Mentoring
- Nonprofits
- Public Speaking
- Powerpoint
- Marketing
- Leadership
- Social Media
- Html
- Teamwork
- Event Planning
- Volunteer Management
- Public Relations
- Microsoft Powerpoint
- Team Leadership
- Research
- Customer Service
- Event Management
- Fundraising
- Training
- Microsoft Publisher
- Sales
- Microsoft Word
- Spanish
- Microsoft Excel
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