For over one years Dash Grammer worked in different jobs. Recently, Dash Grammer worked as a Financial Advisor in Summit Financial Group, Llc developing required skills. This person graduated from The University of Kansas in 2018 where this expert received all the required skills. Dash has all required skills and knowledge for his job, proven by these certifications in Series 6, Series 63, and Series 7. You can find this professional in San Francisco, California, where he lives nowadays. SoftwareOfficial has all the data you need to be in touch with Dash Grammer, such as Dash's number or email address. Feel free to send the request to get additional info.
Name variants:
Dash Grammer
Last updated May 04, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Advisor
2000 Crow Canyon Pl SUITE 450, San Ramon, CA 94583
A comprehensive financial planning and wealth management firm providing insight and solutions that assist clients with their financial independence. Each relationship begins with our commitm...
from Jun 2019
Investment Representative
4500 Main St, Kansas City, MO 64105
Supported clients with investment guidance, planning, and services while also providing education regarding financial markets. Assisted clients by evaluating and discussing their unique situ...
May 2018 — May 2019
Corporate Finance Intern
4500 Main St, Kansas City, MO 64105
Worked with financial advisors to create and develop financial plans through Envestnet software. Helped evaluate and gauge clients current and future financial goals. Participated in numerou...
May 2018 — Aug 2018
Education
2014 — 2018
2010 — 2014
Occupations
Financial Broker
Financial Consultant
Financial Planner
Accountant
Finance and Accounting Specialist
Representative
Guide
Financial Services Professional
Financial Services Sales Agent
Financial Management Analyst
Accounting Bookkeeper
Bookkeeper
Tour Guide
Skills
Microsoft Excel
Public Speaking
Management
Leadership
Microsoft Office
Teamwork
Research
Time Management
FAQs about Dash Grammer
What is the main profession of Dash Grammer?
Dash Grammer is a Financial Advisor.
What jobs is Dash Grammer a professional at?
Dash is a professional such jobs as Financial Broker and Financial Consultant.
Where does Dash Grammer live?
San Francisco, California is the place where Dash Grammer currently lives
Where did Dash Grammer work?
The professional worked at Summit Financial Group, Llc, American Century Investments.
What education does Dash Grammer have?
Dash studied at the University of Kansas from 2014 to 2018.
What are the certifications of Dash Grammer?
This professional received the following certifications: Series 6, Series 63, Series 7, and Series 66.
Are there any industries Dash Grammer is connected to?
This person works in Financial Services industry.
Are there any special skills Dash Grammer has?
Dash Grammer has skills in the following areas: Microsoft Excel, Public Speaking, Management, Leadership, Microsoft Office, Teamwork, Research, and Time Management.