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GREG DAHL
Licensed Financial Advisor & Budget AnalystDynamic, highly motivated and detail-oriented professional with investments, accounting, sales and business operations experience within a growth oriented, progressive company. Exceptional organizational, interpersonal, time management and communication skills partnered with a strong expertise in budget reporting, cash forecasting and team building. Experienced in a fast-paced, multitasking, team oriented environment and working on projects with shifting deadlines. Thrives in challenging positions with a strong work ethic; liable for driving margin goals, providing guidance and delivering timely quotas and objectives. Enjoys learning new skills as well as applying acquired skills to an environment where they are necessary in order to make a significant, positive impact on the team and/or overall company objective. Goals consist of the RL certification followed by the RPL and CPL certifications. Also, I am looking into starting an online masters degree in Energy Management. West Virginia University Dual Bachelors Degree Graduate in Finance & Business Management (May 2012) Eagle Scout
| Last Resume Update | February 21, 2019 |
| Degree | Bachelors Degree |
| Experience | 5+ to 7 Years |
| Category | Landman |
| Phone Number | register to see |
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| Street Address | register to see |
| City | PITTSBURGH |
| State | PA |
Experience
Independent Investment Adviser: Investments (April 2018 – Current)
Excellent, accurate financial and wealth advising through intelligent market timing on portfolio transactions, brokerage managed money accounts that utilize key features only offered though New York Life Securities, magnificent customer service to attract new clients and keep established clients as well and lastly pure, holistic wealth management on the basis of tax, estate, will, retirement, investment, insurance, medical and LTC guidance.
Key Accomplishments:
• Efficient start to my personal book of business offering clients investment options to best fit their specific retirement and investment goals through successful and well thought out, diversified financial planning.
• August 2018: Agent of the Month
Janney Montgomery Scott, LLC - Canonsburg, PA
Associate Financial Advisor: Investments (October 2017 – January 2018)
Proving professional client service and financial advice for an Investment Group managing $220M AUM paired with $1.4M revenue for the year 2017. Formal review preparation via meeting agendas, Morningstar reports, Retirement Income Evaluator (RIE) reports, along with Managed Account Paperwork for model portfolio ETFs, UITs, Mutual Funds and Bond Indexes. Scheduled, direct weekly/monthly communication for any client reviews, points of interest, issues, questions, and concerns. Utilized the, “Supernova Advisor” 12/4/2 client consultation technique through strict Formal, Semi-Formal and Informal client communication.
Key Accomplishments:
• Excellent client service to ~190 clients with an average household total assets of $1.1M through hard work, efficiency and accuracy.
Dimensions Consulting Group - Pittsburgh, PA
Budget Analyst: Financial Operations (November 2016 – September 2017)
Directly overseeing all financials pertaining to the day-to-day, travel and general revenue along with expenses. Weekly Excel budget reports presented to my direct supervisor. Reviewing all expenses in order to determine if, any possible approaches to reduce costs of running the consulting firm as a whole.
Key Accomplishments:
• Sole management and accounting for all Dimension Consulting Group financials.
PNC Investments - Pittsburgh, PA
Registered Investment Consultant, Investment Operations (March 2015 – November 2016)
Last line of investment account client assistance and maintenance through a vast knowledge of various investment account types, processes, protocols/procedures and online banking practices. Through quality communication skills, provide the client with real life investment advice.
Key Accomplishments:
• Investment account client issue resolution through accurate, sophisticated, applicable investment advice that is highly relatable to any type of investor.
Dimensions Consulting Group – Pittsburgh, PA
Budget Analyst: Financial Operations (May 2012 – March 2015)
Directly overseeing all financials pertaining to the day-to-day, travel and general revenue along with expenses. Weekly Excel budget reports presented to my direct supervisor. Reviewing all expenses in order to determine if, any possible approaches to reduce costs of running the consulting firm as a whole.
Key Accomplishments:
• Sole management and accounting for all Dimension Consulting Group financials.
Education
West Virginia University, Morgantown, WV
Bachelor of Science Business Administration, Finance (Cum Laude)
Bachelor of Science Business Administration, Business Management (Cum Laude)
Graduation Date: May 2012
• Sigma Alpha Epsilon: National Fraternity
o Financial Chair
o Intramural Chair
• Sigma Alpha Pi: Academic Honors Fraternity
• WVU Promise Scholarship (Full Tuition)
• WVU Investments Club
• WVU Professional Business & Ethics Club
LICENSES & CERTIFICATIONS
• Series 7
• Series 63
• Series 66
• Life, Accident and Health Insurance & Variable Life and Annuities
• Mortgage Loan Officer (NMLS)
AWARDS & AFFILIATIONS
• Eagle Scout Rank: Boy Scouts of America
