Dillon Burdette Email and Phone Number
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Dillon Burdette personal email
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At Oakbridge, our mission is to deliver financial independence to our clients that is secured across generations. We provide Wealth Management & Financial Planning services to individuals & businesses.My role within our firm consists of three main objectives:1. Provide sound advice to our clients while fostering a relationship they can trust and depend on.2. Oversee the development of new financial professionals and guide them on their career journey into our field.3. Management of the firm's strategic objectives & new initiatives.
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Managing PartnerOakbridge Financial Group Sep 2018 - PresentRaleigh, North Carolina, UsOakbridge Financial Group, LLC., an affiliate of Equitable Advisors, LLC. was founded in 2018 when four advisors came together with a shared vision:To earn the most loyal clients.To create a workplace where our staff has a voice.To build a culture that attracts attracting the most talented advisors.To provide back to the community.
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Regional Vice PresidentEquitable Advisors Jan 2020 - PresentEquitable Advisors, LLC, is an industry leader in providing objective financial guidance and strategies to its clients. Our network of more than 4,000 trusted financial professionals are supported by the financial strength and vast resources of Equitable Advisors that are a complementary match to their own “entrepreneurial” spirit and achievement-driven focus.If you have a proven track record of success, excellent communication skills and a college degree, you can become part of this dynamic team and help your clients work toward their financial future while enhancing your own. -
Guest LecturerNorth Carolina State University Oct 2019 - PresentRaleigh, North Carolina, UsA regular speaker presenting on the topic of leadership, teamwork, and collaboration. I tie into the topic my professional experiences to an audience of undergraduate students enrolled in the Poole College of Management at NC State University. -
Regional Vice PresidentAxa Advisors, Llc Jun 2019 - Jan 2020New York, Ny, UsMy goal is to hire, train, and develop individuals who are seeking a career as a financial planner. The vision for our team is to mentor those who want to be successful to build their own practice one day, ultimately helping thousands of people throughout their career. After building their own practice, for them to develop into leaders themselves, and continue passing down this career opportunity and experience to help so many families along the way. Through a positive culture, collaborative environment, and recognizing hard work/results we continue to grow bigger and closer. Now, we are one of the fast growing teams in the country, and one of the largest financial planning teams in the Raleigh-Durham area. -
Financial ConsultantAxa Advisors, Llc Dec 2014 - Jan 2020New York, Ny, UsMeeting Individuals and Businesses financial goals while providing them financial security, stability, and independence through customized strategies tailored to each specific situation and a high level of client service.
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Afterschool Counselor/Sports InstructorCity Of Raleigh Municipal Government Mar 2014 - Dec 2014Raleigh, Nc, Us-Supervision of elementary school kids enrolled into afterschool program-Teach pre-school children basics of several different sports -
InternCapitol Financial Solutions Sep 2014 - Nov 2014Raleigh, Nc, Us-Executive Projects -
Seasonal Client AssociateMerrill Lynch Jun 2014 - Jul 2014New York, Ny, Us-Prospective Client List Building-Cold Calling Potential Clients-Sitting in on presentations given by investment product wholesalers -
Financial AssistantRotunda Builders May 2013 - Jul 2013Assisted in the management of company assets, investments, bank accounts, and working capital, along with various administrative duties
Dillon Burdette Skills
Dillon Burdette Education Details
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North Carolina State UniversityDual B.S. Accounting & Entrepreneurship -
Hickory Ridge High SchoolHigh School Diploma
Frequently Asked Questions about Dillon Burdette
What company does Dillon Burdette work for?
Dillon Burdette works for Oakbridge Financial Group
What is Dillon Burdette's role at the current company?
Dillon Burdette's current role is Managing Partner at Oakbridge Financial Group.
What is Dillon Burdette's email address?
Dillon Burdette's email address is di****@****ble.com
What is Dillon Burdette's direct phone number?
Dillon Burdette's direct phone number is +170445*****
What schools did Dillon Burdette attend?
Dillon Burdette attended North Carolina State University, Hickory Ridge High School.
What are some of Dillon Burdette's interests?
Dillon Burdette has interest in Christianity, Children, Investing, Civil Rights And Social Action, Politics, Education, Finance, New Technologies, Sports, Insurance.
What skills is Dillon Burdette known for?
Dillon Burdette has skills like Financial Services, Insurance Planning, Business Succession Strategies, Investment Strategies, Target Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Marketing, Social Media, Microsoft Word, Powerpoint.
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