Michele Dillon
Business Consulting, Education & Training Executive Leader in the Financial Services Industry with a passion to help financial advisors provide more valuable support to their clients.
- Role
- Head of Business Consulting, Education & Training at Cetera Financial Group
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Michele Dillon
Michele is an accomplished and experienced senior-level leader in the Investment & Wealth Management Industry who has successfully delivered both business leadership and strategic vision in helping firms develop and execute on building a robust suite of content, tools, services and learning enablement solutions that have helped transition many advisory practices to a more sustainable, growth oriented business model.
Experience
Head of Business Consulting, Education & Training
Apr 2021 — Present · Philadelphia, PA, US
Manage and provide strategic planning for the build-out of Cetera\'s Advisor Growth framework which includes: Coaching, Practice Management, Succession Planning, Advisor Business Development and other Growth Programs. Lead a team of Business Consultants that help advisors manage and enhance profitability and efficiency in their practices. Build and manage education programs that deliver content and resources that enable advisors to deliver an Advice Centric Experience to their clients.
Education
Miami University
B.S.
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