Bryan Gregorich Email & Phone Number

At Dakota Wealth Management, we are setting a new standard for the financial services industry with our thoughtfully designed investment portfolios and personalized wealth management services. As the Director of Operations, I oversee Dakota’s capabilities relating to investment and CRM systems, workflow integrations, data integrity, custodian management, and assist with acquisition integration. “Dakota” means friend and ally. We believe that an open, inspiring work environment that embraces intellectual creativity and enriches both employees and clients alike. Dakota is growing through acquisitions. As new wealth management firms and advisors join us, we work to achieve smooth integration into our elegantly designed infrastructure and culture. Our commitment to operational excellence translates into multi-generational wealth and success for our clients and partners. Learn more at www.dakotawm.comDakota Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.

Listed skills include Microsoft Office, Powerpoint, Microsoft Excel, Microsoft Word, and 25 others.