Bill Dalton
Head of RIA Custody Sales at Goldman Sachs
- Role
- Head of Ria Custody Sales at Goldman Sachs
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Head of Ria Custody Sales
Nov 2020 — Present
Education
Muhlenberg College
BA, Finance and Business Administration
2005 — 2009
NYU Stern School of Business
Master of Business Administration (MBA)
2014 — 2017
Skills
- Investments
- Financial Services
- Asset Management
- Financial Advisory
- Securities
- Banking
- Financial Markets
- Microsoft Excel
- Series 63
- Investment Advisory
- Capital Markets
- Series 7
- Finance
- Business Development
- Customer Service
- Portfolio Management
- Wealth Management
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