Daniel Dedecker
Fiduciary Services | Investment Manager and Recordkeeper Due Diligence | Employee Education | Plan Design
- Role
- Relationship Manager & Investment Specialist at Spectrum Investment Advisors, Inc
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Daniel Dedecker
At Spectrum Investment Advisors, we provide comprehensive financial planning and…
Experience
Relationship Manager & Investment Specialist
Spectrum Investment Advisors, Inc
Feb 2020 — Present · Mequon, WI, US
Provide analysis and consultative advice to Retirement Plan Sponsors regarding plan design, investment selection, and fee benchmarking/monitoring. Design and present retirement plan education meetings that drive plan participation and promote investment diversification.
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA), Finance and Financial Management Services
2007 — 2014
Skills
- Fixed Income
- Merchandising
- Portfolio Management
- Wealth Management
- Development Coaching
- Investments
- Dedication to Continuous Improvement
- Always Punctual
- Economics
- Portfolio Performance Analysis
- Equities
- Leadership
- Store Operations
- Planograms
- Store Management
- Loss Prevention
- Financial Analysis
- Sales
- Microsoft Excel
- Financial Modeling
- Driving Results
- Equity Research Analysis
- Retail Sales
- Analysis
- Bloomberg Terminal
- New Store Openings
- Budget Forecasts
- Bloomberg
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