For over 11 years Daniel Dedecker has been working in different jobs. Recently, the professional worked as a Relationship Manager in Spectrum Investment Advisors, Inc. developing different skills. This professional graduated from University of Wisconsin - Milwaukee in 2014 where this professional got all the required skills. Daniel Dedecker has all required knowledge and skills for this position, proven by the following certifications in Series 65 This expert can speak two languages: English and Spanish. You can find Daniel Dedecker in Milwaukee, Wisconsin, where he lives nowadays. SoftwareOfficial has all the info you need to contact Daniel Dedecker, such as this person's phone or email address. Send us the request to get additional data.
Name variants:
Danial Dedecker,
Dan Dedecker,
Danny Dedecker
Last updated Apr 30, 2024
Contact Information
Last Update
Jun 30, 2022
Email
dd**@alpha-investment.com
Location
Milwaukee, WI
Workplace
Relationship Manager
Thiensville, WI
Industry
Financial Services, Investment Advice, Investment Advisory Service, Nonclassifiable Establishments
Colleagues
Work History
Relationship Manager
6329 west Mequon Rd, Mequon, WI 53092
from Feb 2020
Junior Consultant
111 east Kilbourn Ave SUITE 1600, Milwaukee, WI 53202
My mission at Alpha is to help retirement plan sponsors with assets of >$10M.
I am surrounded by several experienced investment professionals who have built strong relationships with their...
from Jan 2017
Business Banking Relationship Manager | Portfolio Management | Risk Management | Trusted Advisor
111 west Monroe St, Chicago, IL 60603
● Graduated the Business Banking Development Program, a curriculum designed to cultivate future leaders of the organization, including training in credit analysis, risk management, and sales...
Jun 2014 — Dec 2016
Cash Forecast Analyst | Portfolio Construction | Investment Analysis | Trade Execution
3060 Centre Pointe Dr, Roseville, MN 55113
Ensure client investment portfolios are in compliance with state and local legal requirements and with the client's investment policy
Develop and prepare cash flow models and communicate r...
May 2013 — May 2014
Sales Lead | Engaged Leader | Motivated To Solve Problems | Sales Consultant
7601 Penn Ave south, Richfield, MN 55411
Analyze the P&L and implement strategies to increase margins
Analyze schedules to determine maximum efficient use of employees based on a collection of metrics
Identify sales trends and e...
Jul 2007 — Sep 2013
Wealth Management Intern | Fiduciary Compliance | Investment Manager Due Diligence
1 north Wacker Dr, Chicago, IL 60601
Produced reports designed to help the financial advisors stay organized and efficient, improving KYC compliance from 75% compliant to nearly 90% compliant, among the highest in the firm
An...
Jun 2013 — Aug 2013
Crew Member
Trained employees on food safety and preparation
Utilized problem solving skills to maintain exceptionally high customer satisfaction
Oct 2005 — Jul 2007
Education
2007 — 2014
Occupations
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Counselor
Health Specialist
Certified Nurse Aide
Lawyer
Fiduciary
Construction
Executive
Manager
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Advisor
Nurse
Nurse Practitioner
Trust Law Attorney
Lawyer
Operations Manager
Skills
Investments
Financial Analysis
Analysis
Financial Modeling
Sales
Portfolio Management
Leadership
Bloomberg
Retail Sales
Microsoft Excel
Driving Results
Bloomberg Terminal
Equities
Store Management
Merchandising
Economics
Always Punctual
Wealth Management
Development Coaching
Loss Prevention
Store Operations
Fixed Income
Equity Research Analysis
Dedication To Continuous Improvement
New Store Openings
Planograms
Portfolio Performance Analysis
Budget Forecasts