Dale Delserone
Senior Finance Manager at CAPTRUST
- Role
- Senior Finance Manager at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Finance Manager
Jan 2021 — Present
Education
East Carolina University - College of Business
BSBA, Managerial Finance
2002 — 2006
Skills
- Finance
- 401k
- Retirement
- Financial Services
- Retirement Planning
- Series 6
- Series 63
- Investments
- Investment Advisory
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Wealth Management
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