Amit Dogra
- Role
- President & Chief Operating Officer, Board Member at Tru Independence
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Amit Dogra
Amit is an executive with over 25 years of experience in helping investment advisors…
Experience
President & Chief Operating Officer, Board Member
Feb 2022 — Present
Scope of responsibility includes overseeing the day to day operations, growing the business and driving execution across all areas of the company. Advisory Services offered through tru Independence Asset Management, LLC, a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
Skills
- Retirement
- Relationship Cultivation
- Mutual Funds
- Unified Managed Accounts
- Leadership
- Performance Improvement
- Investment Advisory
- Sales Management
- Business Development
- Market Penetration
- Financial Planning
- Alternative Investments
- Product Marketing
- Team Building
- Strategy
- Practice Management
- Relationship Management
- Competitive Analysis
- Sales Leadership
- Business Strategy
- New Business Development
- Asset Management
- Management Consulting
- Social Media Marketing
- Strategic Planning
- Investments
- Strategic Financial Planning
- Marketing Strategy
- Strategy Development
- Business Planning
- Financial Advisory
- Separately Managed Accounts
- Sales Process Development
- Product Development
- Executive Management
- Consulting
- High Net Worth Individuals
- Wealth Management Services
- Social Marketing
- Management
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