Dustin Tait
Senior Investment Advisor at Freedom First Retirement Design
- Role
- Fiduciary Investment Advisor at Freedom First Retirement Design
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dustin Tait
Experienced financial planner specializing in creating customized retirement strategies…
Experience
Fiduciary Investment Advisor
Freedom First Retirement Design
Apr 2019 — Present · Atlanta, GA, US
The Road to Independence: Concierge for Advisors (ORG) 20••••22, Freedom First Inc. 20••••24, Freedom First Retirement Design 2024-Present
Education
University of Tennessee, Knoxville
Bachelor's of Science in Business Administration
Skills
- Campaign Management
- Microsoft Office
- Sales
- Brand Management
- Fundraising
- Marketing Strategy
- Financial Planning
- Financial Reporting
- Investments
- Alternative Investments
- Bloomberg
- Strategic Planning
- Event Planning
- Us Gaap
- Business Development
- Analysis
- Bloomberg Terminal
- Financial Analysis
- Financial Markets
- Equities
- Business Planning
- Strategic Financial Planning
- Tax Preparation
- Budgets
- Finance
- Corporate Tax
- Management
- Auditing
- Economics
- Marketing
- Accounting
- Portfolio Management
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