Victoria Boyne
Client Services Associate @Dakota Wealth Management
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WORK HISTORY
Client Services Associate @Dakota Wealth Management
Newton, MA, US
EDUCATION
Commonwealth Honors College
Bachelor of Business Administration - BBA, Finance, General
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration - BBA, Finance with a Concentration in Corporate Finance
University of Massachusetts Amherst
Bachelor of Business Administration - BBA, Finance with a Corporate Finance Concentration
ABOUT VICTORIA BOYNE
At Dakota Wealth Management, we are setting a new standard for the financial services industry with our thoughtfully designed investment portfolios and personalized wealth management services. As the Client Service Associate in the Newton Office, I assist the financial advisors with client services, financial planning, and investment management.“Dakota” means friend and ally. We believe that an open, inspiring work environment that embraces intellectual creativity and enriches both employees and clients alike. Dakota is growing through acquisitions. As new wealth management firms and advisors join us, we work to achieve smooth integration into our elegantly designed infrastructure and culture. Our commitment to operational excellence translates into multi-generational wealth and success for our clients and partners. Learn more at Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.
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