Patrick Dillon

Role
NewEdge Wealth
Location
Redding, CT, US
LinkedIn followers
500 followers

About Patrick Dillon

Financial services professional with 13+ years of supervision, compliance, and audit…

Experience

  1. NewEdge Wealth

    Present

Education

  • Marist University

    Business Administration, Finance

    2007 — 2011

Skills

  • Microsoft Excel
  • Powerpoint
  • Customer Service
  • Financial Services
  • Series 52
  • Protegent
  • Social Media
  • Management
  • Streetscape
  • Microsoft Word
  • Microsoft Office
  • Insurance
  • Series 24
  • Series 53
  • Analysis
  • Sharepoint
  • Supervisory Skills
  • Series 7
  • Finance
  • Series 66
  • Financial Analysis
  • Netx360
  • Sungard
  • Salesforce.com
  • Oneview
  • Document Management
  • Research
  • Outlook
  • Time Management
  • Investments

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Patrick Dillon — NewEdge Wealth in Redding, CT, US | Unifers