Jarrad Dimaggio
Wealth Planning Associate at RBC Wealth Management
- Role
- Wealth Planning Associate at RBC Wealth Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jarrad Dimaggio
Highly focused and dedicated financial sales and investment professional with over 15 years\' experience providing thoughtful needs and goal based planning solutions. Expert proficiency in client relationship management, business development, team building and mentorship. Comprehensive knowledge of complex financial practices, financial compliance policies, procedures, and best practice initiatives. Expert understanding of strategic planning and financial road-mapping. Highly regarded for natural leadership ability, and an articulate presenter with strong communication skills. Committed to positive community impact and service
Experience
Wealth Planning Associate
Jan 2023 — Present · San Francisco, CA, US
Education
San Francisco State University
Bachelor of Science, Business Management
1999 — 2002
Fuqua School of Business, Duke University
Corporate Strategy
2011 — 2012
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