Dionne Banks
- Role
- Wealth Manager at Maia Wealth
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Dionne Banks
I value family time and relationships, helping others and learning new ways to dive into…
Experience
Wealth Manager
Jun 2022 — Present
I focus on the needs of individual and small business investors, helping them reach their financial goals. I use a personalized, relational approach and long-term investment philosophy. My services include: Goal Based Savings Retirement Savings Strategies Retirement Income Strategies College Savings Insurance & Annuities Estate & Legacy Strategies Entrepreneurs & Business Owners
Skills
- Business Process Improvement
- Inventory Management
- Internal Controls
- Photography
- Budgeting
- Business Process Design
- Software Documentation
- Training
- Strategy
- Risk Management
- Process Improvement
- Retail
- Auditing
- Staff Development
- Sarbanes-Oxley
- Team Management
- Key Performance Indicators
- Project Management
- Finance
- Forecasting
- Microsoft Office
- Sap
- Leadership
- Account Management
- Account Reconciliation
- Strategic Planning
- Management
- Customer Service
- Accounting
- Sarbanes-Oxley Act
- Team Building
- Volunteer Management
- Event Planning
- Performance Management
- Interviewing
- Customer Relationship Management (Crm)
- Operations Management
- Internal Audit
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.