Larry Dime
Vice President, Senior Portfolio Manager, Merrill Lynch, Pierce Fenner & Smith
- Role
- Vice President, Senior Portfolio Manager at Wells Fargo Advisors
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Larry Dime
Experienced Senior Vice President with a demonstrated history of working in the financial…
Experience
Vice President, Senior Portfolio Manager
Aug 2015 — Present · Bellevue, WA, US
Education
Seattle University
AA
Skills
- Portfolio Management
- Loans
- Personal Financial Planning
- Life Insurance
- Finance
- Equities
- Trust Services
- Financial Analysis
- Wealth Management
- Asset Allocation
- Mutual Funds
- 401k
- Risk Management
- Investment Management
- Series 7
- Financial Modeling
- Retirement
- Strategic Financial Planning
- Wealth
- Asset Management
- Series 6
- Series 24
- Fixed Income
- Financial Planners
- Iras
- Investment Advisory
- Fixed Annuities
- Wealth Management Services
- 401k Rollovers
- Series 63
- Investments
- Certified Financial Planner
- Etfs
- Financial Advisory
- Uniform Combined State Law
- Financial Planning
- Mortgage Lending
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.