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Seasoned chief financial officer. Leadership training in Entrepreneurial Operating System (EOS) and implementation of ninety.io EOS on-line software.Implementation and user of OnBoard on-line software for Board of Directors management.Conversion of QuickBooks 2020 desktop to QuickBooks on-line. Executed plan to establish life insurance agency wealth management company.Wrote periodic newsletters on economic developments impacting the real estate sector.Developed RFP and executed change in independent accountants.
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Member Of The Board Of DirectorsDividend Assets Capital, Llc Jul 2024 - PresentRidgeland, South Carolina, Us -
Member Of The Board Of DirectorsDividend Assets Capital, Llc Jul 2024 - PresentRidgeland, South Carolina, Us -
Chief Financial OfficerDividend Assets Capital Jan 2024 - PresentDividend Assets Capital is a boutique wealth management and investment firm headquartered in the heart of South Carolina's Lowcountry. A 20-year-old firm with a dividend growth philosophy with the objective of helping families, advisors and institutions set and achieve financial goals. www,dacapitalsc.com
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Sales Partner WithTurner & Rudd Group Daniel Ravenel International Realty Mar 2022 - Present
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Managing DirectorDickson Consulting Nov 2003 - Jan 2024Consultant in the areas of CFO services and special projects.
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Chief Financial OfficerNational Bioskills Laboratories, Llc Mar 2022 - Dec 2023Farmers Branch, Texas, UsFractional CFO -
Advisor And Member Of Board Of DirectorsAdvisor To Peca Labs, Inc. Apr 2013 - Jan 2023PECA Labs is developing a pediatric heart valve.
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Senior Vice President & CfoCardiacassist, Inc. Dba "Tandemlife" Mar 2006 - Apr 2018TandemLife merged with Livanova on April 4, 2018 and I retired. See www.livanova.com
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Co-Founder And Owner Yum Frozen YogurtYum Frozen Yogurt Sep 2009 - Nov 2016Co-Founded and managed. Sold to private investor on November 23, 2016. -
Member Of The Board Of TrusteesFort Pitt Capital Total Return Fund Dec 2001 - Jul 2011Member of the board of trustees of this mutual fund. Co-chair of the audit committee. In the last several months served as Chairman and President of the fund before converting the fund to an alternative platform that no longer required separate independent trustees.
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Member Of The Board Of TrusteesEmerald Mutual Fund Family Mar 2003 - Oct 2004Member of the board of trustees and the audit committee of a family of three mutual funds. Designated financial expert for audit committee. On board during period of time that the funds were being "sold" to another fund management company.
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CfoTraco Mar 2001 - Oct 2003Chief financial officer responsible for finance, IT and purchasing.
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Vice President & TreasurerCarpenter Technology Aug 1997 - Jan 2001Philadelphia, Pa, UsVice President and Treasurer responsible for treasury functions, investor relations and strategic planning. -
Svp&CfoDynamet Nov 1982 - Aug 1997CFO responsible for all financial and administrative activities of firm.
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Senior ManagerPricewaterhousecoopers Jul 1973 - Oct 1982GbProgressed from staff accountant to senior manager, including a role in a national office specialty practice.
Bob Dickson Skills
Bob Dickson Education Details
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Penn State UniversityAccounting -
Leadership PittsburghCommunity Understanding -
Duquesne UniversityFinancial Planning
Frequently Asked Questions about Bob Dickson
What company does Bob Dickson work for?
Bob Dickson works for Dividend Assets Capital, Llc
What is Bob Dickson's role at the current company?
Bob Dickson's current role is Chief Financial Officer.
What is Bob Dickson's email address?
Bob Dickson's email address is bo****@****ing.biz
What is Bob Dickson's direct phone number?
Bob Dickson's direct phone number is +172427*****
What schools did Bob Dickson attend?
Bob Dickson attended Penn State University, Leadership Pittsburgh, Duquesne University.
What are some of Bob Dickson's interests?
Bob Dickson has interest in Consulting, Medical Devices, Frozen Yogurt, Investing.
What skills is Bob Dickson known for?
Bob Dickson has skills like Cfos, Capital Raising, Business Valuation, Management Consulting, Board Of Director Experience, Medical Devices, Venture Capital, Mergers, Strategic Planning, Start Ups, Due Diligence, Private Equity.
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