Dixie Green
Senior Wealth Consultant at DWS Group
- Role
- Senior Wealth Consultant at DWS Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Wealth Consultant
Oct 2022 — Present · Houston, TX, US
Education
Texas McCombs School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
1988 — 1992
Skills
- Investment Advisory
- Life Insurance
- Series 63
- Fixed Income
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Private Equity
- Investments
- Series 65
- Mutual Funds
- Asset Allocation
- Risk Management
- Relationship Management
- Hedge Funds
- Retirement
- Strategic Financial Planning
- Investment Management
- Variable Annuities
- Equities
- Financial Advisory
- Uniform Combined State Law
- Asset Management
- Financial Analysis
- Fixed Annuities
- Equity Research
- Defined Contribution
- Bloomberg
- Wealth Management
- Retirement Planning
- Wholesale
- Finra
- Series 7
- Series 6
- Insurance
- Series 24
- Portfolio Management
- Pensions
- Long-Term Care
- 401k
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