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Darla Sipolt
Chief Client Officer @Allworth Financial
Phoenix, AZ, US
EMAILS
d••••••••@allworthfinancial.com
MOBILE NUMBERS
+14•••••••13
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WORK HISTORY
Jan 2024 — Present
Chief Client Officer @Allworth Financial
SKILLS
LeadershipNew Business DevelopmentManagementTradingMarketing StrategySeries 63Financial ServicesSeries 7RetirementSalesFinraWealth ManagementEquitiesInvestment AdvisoryMutual FundsSeries 24Human ResourcesEstate PlanningTrainingInvestmentsUniform Combined State Law401kSecuritiesAlternative InvestmentsBusiness DevelopmentSales ManagementRetirement PlanningIrasFinancial AdvisoryAsset AllocationFixed IncomeStrategic Financial PlanningFixed AnnuitiesSeries 6Portfolio ManagementAsset ManagementStrategic PlanningSellingEtfsSalesforce.com
ABOUT DARLA SIPOLT
Experienced leader with demonstrated high performance in the financial services industry in a variety of roles; Sales, Strategy, Management and Leadership Development.
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