Benjamin Dolan, Cfp®

Benjamin Dolan, Cfp® Email and Phone Number

President and Founder @ Dolan Capital Advisors, LLC
Charlotte, NC, US
Benjamin Dolan, Cfp®'s Location
Charlotte, North Carolina, United States, United States
Benjamin Dolan, Cfp®'s Contact Details

Benjamin Dolan, Cfp® work email

Benjamin Dolan, Cfp® personal email

About Benjamin Dolan, Cfp®

Benjamin Dolan, Cfp® is a President and Founder at Dolan Capital Advisors, LLC.

Benjamin Dolan, Cfp®'s Current Company Details
Dolan Capital Advisors, LLC

Dolan Capital Advisors, Llc

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President and Founder
Charlotte, NC, US
Website:
dolanca.com
Employees:
4
Benjamin Dolan, Cfp® Work Experience Details
  • Dolan Capital Advisors, Llc
    President And Founder
    Dolan Capital Advisors, Llc
    Charlotte, Nc, Us
    View
  • Dolan Capital Advisors, Inc
    President & Founder
    Dolan Capital Advisors, Inc Jun 2015 - Present
    Charlotte, North Carolina Area
    Charlotte-based Dolan Capital Advisors, Inc (DCA) is a fee-only investment management and financial planning firm serving individuals, families, corporations, and non-profit organizations. Whether you are nearing retirement, a new parent, or just starting your career, we are passionate about helping you make smart financial decisions to help achieve your goals.
    View
  • Davidson Capital
    Financial Advisor
    Davidson Capital Jun 2014 - Jun 2015
    Davidson, Nc
    View
  • Bank Of America, Us Trust
    Vice President, Treasury Solutions Officer
    Bank Of America, Us Trust Oct 2010 - May 2014
    Charlotte, North Carolina Area
    View
  • Blend Design And Communications, Llc
    Co-Founder, Principal
    Blend Design And Communications, Llc Sep 2010 - Dec 2013
    Charlotte, North Carolina Area
    • Oversee all aspects of a start-up graphic design firm specializing in web, advertising, print, digital media, branding and environmental design.
  • Bank Of America Merrill Lynch, Business Capital
    Vp, Treasury Solutions Relationship Manager
    Bank Of America Merrill Lynch, Business Capital Jul 2007 - May 2010
    Greater Chicago Area
    View
  • Lasalle Bank
    Treasury Solutions Analyst
    Lasalle Bank Jul 2005 - Jun 2007
    Chicago
    View
  • University Of Dayton
    Graduate Assistant
    University Of Dayton Aug 2003 - May 2005
    View

Benjamin Dolan, Cfp® Education Details

Frequently Asked Questions about Benjamin Dolan, Cfp®

What company does Benjamin Dolan, Cfp® work for?

Benjamin Dolan, Cfp® works for Dolan Capital Advisors, Llc

What is Benjamin Dolan, Cfp®'s role at the current company?

Benjamin Dolan, Cfp®'s current role is President and Founder.

What is Benjamin Dolan, Cfp®'s email address?

Benjamin Dolan, Cfp®'s email address is be****@****hoo.com

What schools did Benjamin Dolan, Cfp® attend?

Benjamin Dolan, Cfp® attended College For Financial Planning, University Of Dayton, University Of Dayton, Bishop Watterson High School.

Who are Benjamin Dolan, Cfp®'s colleagues?

Benjamin Dolan, Cfp®'s colleagues are Alexa Dolan, Michael Foster, Cfa, Cfp®.

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