Dimitri Pan
- Role
- Senior Wealth Advisor at Ally
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Wealth Advisor
Sep 2021 — Present
Skills
- Leadership
- Management
- B2b
- Series 63
- Relationship Management
- Thomson One
- Microsoft Excel
- Negotiation
- Financial Planning
- Professional Mentoring
- Investment Brokerage
- Sales
- Insurance Planning
- Investment Management
- Series 7
- Rate Negotiation
- College Education Planning
- Account Management
- Sql
- Microsoft Access
- Wealth Management
- Financial Analysis
- Retirement Planning
- Microsoft Office
- Bloomberg Terminal
- Risk Management
- Series 65
- Conflict Resolution
- B2b Sales
- Portfolio Management
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