Dillon Vess is a eficient expert, working in Elk Mountain Wealth Partners on the position of Director and Financial Advisor from 2020. Dillon Vess gained professional experience in more than 11 positions at various companies. Dillon Vess went to the Vanderbilt University - Owen Graduate School of Management and received education from 2017 to 2019. Nashville, Tennessee is the city, where this professional was known to be situated. Their e-mail and phone can be accessed through SoftwareOfficial by request.
Name variants:
Dylan Vess
Last updated May 06, 2024
Contact Information
Last Update
Jul 3, 2022
Email
di**@raymondjames.com
Location
Nashville, TN
Company
Elk Mountain Wealth Partners
Workplace
Director and Financial Advisor
Work History
Associate
3810 Bedford Ave SUITE 110, Nashville, TN 37215
Nashville-based venture capital firm
Jan 2018 — Aug 2018
Venture Investment Thesis Intern
110 Winners Cir north SUITE 100, Brentwood, TN 37027
Sep 2017 — Dec 2017
Investment Banking Analyst
880 Carillon Pkwy, St Petersburg, FL 33716
Jun 2015 — Jun 2017
Investment Banking Intern
880 Carillon Pkwy, St Petersburg, FL 33716
Jan 2015 — May 2015
Financial Services Group Intern
6525 Morrison Blvd SUITE 500, Charlotte, NC 28211
Financial Institutions Services Group: Audit & Assurance
Assisted in auditing public and private banks' financial statements
Assisted in auditing healthcare and manufacturing companies' f...
May 2014 — Aug 2014
Chapter Founder
Secured a UNC faculty adviser, Mr. Rick Davis (UNC Kenan-Flagler Business School '85)
Received accreditation from FBLA-Phi Beta Lambda, Inc. as an official chapter
Achieved Official Unive...
Aug 2011 — Aug 2014
Student Programs Intern
101 Manning Dr, Chapel Hill, NC 27514
Guest speaker at Admitted Student Receptions
Guest speaker at Chancellor Folt's Western NC Welcome, Beyond the Stone Walls
Chair of Student Alumni Association Service Committee
Led recor...
Aug 2012 — Jan 2014
Strategic Marketing Consulting Intern
410 Blackwell St SUITE 420, Durham, NC 27701
Supported client project management
Created Microsoft Project plans with key dependencies
Led in the creation of Business Requirements Document templates
Vetted 200+ past clients for pos...
May 2013 — Aug 2013
Global Wealth Investment Management Intern
100 north Tryon St, Charlotte, NC 28202
Increased client Financial Industry Regulatory Authority suitability from 20% to 100%
Utilized BAML's Optimal Practice Model to develop a notification system for contacting clients and arr...
May 2012 — Aug 2012
Education
2017 — May 2019
2011 — 2015
2011 — 2015
2007 — 2011
Occupations
Financial Broker
Financial Consultant
Executive
Director
Accountant
Finance and Accounting Specialist
Supporting Member
Financial Services Professional
Financial Services Sales Agent
Operations Manager
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Microsoft Office
Leadership
Microsoft Excel
Public Speaking
Finance
Project Management
Powerpoint
Business Development
Marketing
Social Media
Entrepreneurship
Strategic Planning
Financial Analysis
Corporate Finance
Data Analysis
Research
Management
Financial Modeling
Microsoft Word
Mergers and Acquisitions
Portfolio Management
Social Entrepreneurship
Management Consulting
Ms Project
Direct Client Interaction
Microsoft Powerpoint
Venture Capital
FAQs about Dillon Vess
What's the main profession of Dillon Vess?
The expert is a Director and Financial Advisor.
What are the profession of This professional?
These person's professions are Financial Broker and Financial Consultant
Where does Dillon Vess live?
Nashville, Tennessee is the place where Dillon Vess currently lives
Does the expert have the email address?
di**@raymondjames.com is Dillon Vess's email address.
How many companies did Dillon Vess work at?
The professional worked at 11 jobs.
Where has Dillon Vess studied?
Dillon studied at the Vanderbilt University - Owen Graduate School of Management from 2017 to 2019.
What is the industry that Dillon Vess worked in?
This professional works in Financial Services industry.
What are special skills of Dillon Vess?
This professional has skills in the following areas: Microsoft Office, Leadership, Microsoft Excel, Public Speaking, Finance, Project Management, Powerpoint, Business Development, Marketing, and Social Media.