Brendan Dignan
- Role
- LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Brendan Dignan
I am a seasoned leader focused on developing wealth management investment platforms with…
Experience
Present
Education
Villanova University
MBA, Finance
Villanova University
Bachelor's Degree, Economics
UNC Charlotte School of Data Science
M.S., DATA SCIENCE AND BUSINESS ANALYTICS
2023 — 2025
Skills
- Asset Allocation
- Fiduciary Management
- Wealth Management
- Financial Planning
- Portfolio Management
- Options Strategies
- Investment Strategies
- Alternative Investments
- Closing Deals
- Sales Process
- Investment Modeling
- Asset Managment
- Due Diligence
- Selling Skills
- Asset Management
- Investment Policy Development
- Investments
- Registered Investment Advisor
- Fiduciary Services
- Etfs
- Manager Selection
- Strategic Financial Planning
- Derivatives
- Trust Management
- Personal Trust
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