Paul Dibenedetto

About Paul Dibenedetto

As a seasoned CFP® and global financial services executive, I bring over 25 years of proven leadership in retail financial consulting, wealth management, and consumer banking. My career has spanned the U.S. and Europe, with a focus on driving client success and fostering business growth in both established and emerging markets.My expertise encompasses senior management of broker-dealer operations, comprehensive risk management, strategic sales development, and enhancing client experiences. I have a track record of increasing advisor productivity, navigating regulatory complexities, and successfully managing P&L for retail and wealth management businesses.Currently, I\'m seeking opportunities to leverage my extensive experience in a client-focused advisory role, where I can contribute to a dynamic team and make a tangible impact on clients\' financial well-being. My passion lies in building strong client relationships and delivering tailored financial solutions.Areas of Expertise: Sales Management, Staff Development, Financial Planning, Re-engineering, Risk Management, Strategy Development & Execution, New Business Development, and Client Experience Management.

Experience

1. Finanical Planning Lead

   Equalfuture Corp

   Mar 2019 — Present

   EqualFuture is a B2B financial wellness platform that gives companies a simplified, integrated way to empower customers and employees to plan, simulate, and make smarter financial decisions throughout their lives. The enterprise platform’s intuitive and interactive tools help users determine and align their financial goals for any scenario or life event at every life stage. EqualFuture helps individuals achieve better financial futures—one decision at a time—and live more satisfying, richer lives along the way.

Education

• SUNY Oneonta

  B.S., Business and Economics

Skills

• Banking
• Mutual Funds
• Risk Management
• Portfolio Management
• Retirement
• Strategic Financial Planning
• Fixed Income
• Sales
• Financial Planning
• Branch Banking
• Series 7
• Strategy
• Relationship Management
• Wealth
• Financial Risk
• Asset Management
• Management
• Business Development
• Wealth Management
• Financial Advisory
• Securities
• Retirement Planning
• Business Strategy
• Retail Banking
• Series 65
• Investments
• Finance
• Financial Markets
• Trading
• Wealth Management Services
• Business Relationship Management
• Retirement Solutions
• Sales Management
• Leadership
• Investment Advisory
• Series 24
• Private Banking
• Financial Services