Dillon Essma
Portfolio Manager at Savant Wealth Management
- Role
- Portfolio Manager at Savant Wealth Management
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dillon Essma
Completed my bachelor of Business Administration in Finance & Accounting, with a…
Experience
Portfolio Manager
Sep 2025 — Present · St Paul, MN, US
Portfolio Manager at Savant Wealth Management.
Education
University of Wisconsin Milwaukee
Bachelor of Business Administration (B.B.A.), Finance & Accounting
2009 — 2013
Skills
- English
- Accounting
- Outlook
- Word
- Mutual Funds
- Equity Research
- Minitab
- Financial Reporting
- Excel
- Analytical Skills
- Investments
- Research
- Finance
- Microsoft Office
- Equities
- Time Management
- Bloomberg
- Powerpoint
- Microsoft Excel
- Microsoft Word
- Financial Modeling
- Financial Analysis
- Analysis
- Bloomberg Terminal
- Portfolio Management
- Factset
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