Dustin Blodgett
Founder, Financial Advisor
- Role
- Financial Planner, Founder and CEO at Insight Capital Management
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About Dustin Blodgett
I came in to the financial services industry to help individuals and families understand…
Experience
Financial Planner, Founder and CEO
Aug 2019 — Present
We work with successful individuals needing help with Wealth Management. See our testimonials and learn more at offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. Advisory services offered through Insight Capital Management, a Registered Investment Adviser. IFG and Insight Capital Management are unaffiliated entities.
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst®
Skills
- Microsoft Word
- Strategic Planning
- Team Leadership
- Financial Analysis
- Management
- Team Building
- Training
- Powerpoint
- Microsoft Excel
- Investments
- Leadership
- Project Management
- Salesforce.com
- Strategy
- Time Management
- Microsoft Office
- Sales
- Entrepreneurship
- Public Speaking
- Research
- Business Development
- Customer Service
- Financial Modeling
- Marketing Strategy
- Access
- Alternative Investments
- Risk Management
- Market Research
- Marketing
- Databases
- Analysis
- Bloomberg Terminal
- Data Analysis
- Portfolio Management
- Selling
- Spanish
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