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@equitable.com
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1 phone found area 704
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LinkedIn matched
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Dillon Burdette is listed as Managing Partner at Oakbridge Financial Group at Oakbridge Financial Group, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at equitable.com, phone signal with area code 704, and a matched LinkedIn profile for Dillon Burdette.
Dillon Burdette previously worked as Managing Partner at Oakbridge Financial Group and Regional Vice President at Equitable Advisors. Dillon Burdette holds Bachelor’S Degree, Dual B.S. Accounting & Entrepreneurship from North Carolina State University.
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AeroLeads found 1 current-domain work email signal for Dillon Burdette. Compare company email patterns before reaching out.
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.
Listed skills include Financial Services, Insurance Planning, Business Succession Strategies, Investment Strategies, and 10 others.
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Raleigh, North Carolina, US
Oakbridge 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.
Equitable 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.
Raleigh, North Carolina, US
A 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.
New York, NY, US
My 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.
New York, NY, US
Meeting 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.
Raleigh, NC, US
-Supervision of elementary school kids enrolled into afterschool program-Teach pre-school children basics of several different sports
New York, NY, US
-Prospective Client List Building-Cold Calling Potential Clients-Sitting in on presentations given by investment product wholesalers
Assisted in the management of company assets, investments, bank accounts, and working capital, along with various administrative duties
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Dillon Burdette works for Oakbridge Financial Group.
Dillon Burdette is listed as Managing Partner at Oakbridge Financial Group at Oakbridge Financial Group.
AeroLeads has found 1 work email signal at @equitable.com for Dillon Burdette at Oakbridge Financial Group.
AeroLeads has found 1 phone signal(s) with area code 704 for Dillon Burdette at Oakbridge Financial Group.
Dillon Burdette is based in Raleigh, North Carolina, United States while working with Oakbridge Financial Group.
Dillon Burdette has worked for Oakbridge Financial Group, Equitable Advisors, North Carolina State University, Axa Advisors, Llc, and City Of Raleigh Municipal Government.
You can use AeroLeads to view verified contact signals for Dillon Burdette at Oakbridge Financial Group, including work email, phone, and LinkedIn data when available.
Dillon Burdette holds Bachelor’S Degree, Dual B.S. Accounting & Entrepreneurship from North Carolina State University.
Dillon Burdette is listed with skills including Financial Services, Insurance Planning, Business Succession Strategies, Investment Strategies, Target Marketing, Microsoft Excel, Microsoft Office, and Public Speaking.
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