Kevin Dausch
Regional Manager - Director at AllianceBernstein
- Role
- Regional Manager - Director at AllianceBernstein
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Kevin Dausch
Kevin is a Regional Manager, covering San Francisco and Silicon Valley who is responsible for building and maintaining relationships with financial advisors/RIAs that focus on high net worth individuals and corporate retirement plans by sharing relevant market insights, investment solutions and practice management strategies designed to help our clients further grow and expand their business.
Experience
Regional Manager - Director
Feb 2011 — Present · San Francisco, CA, US
Coverage of Broker Dealers and RIAs in San Francisco and Silicon Valley.
Education
UNH Peter T. Paul College of Business and Economics
Economics, Economics
2001 — 2005
University of Chicago
Certified Investment Management Analyst
Skills
- Financial Services
- Series 63
- Asset Allocation
- Mutual Funds
- Asset Management
- Investments
- Relationship Management
- Retirement Planning
- Alternative Investments
- Capital Markets
- Series 7
- Wealth Management
- Portfolio Management
- Fixed Income Strategies
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