Dylan S. Email & Phone Number

Chicago, Illinois, United States

Saint Petersburg, FL, United States

Facilitates trading of various products from our Fixed Income deskSpecialized in Unit Investment Trusts Travel to various branches across the country to educate, and inform our advisors of the various products we can help them fit into their practice

Saint Petersburg, FL, United States

Greater Pittsburgh Area

• Open various accounts for clients as well as making the appropriate trades and distributions from their accounts
• Effectively use banking platforms and software to accommodate the clients needs

Greater Pittsburgh Area

• Devise strategic investment plans for clients based on their financial needs
• Hours of interactions with people to build personal and communication skills
• Effectively learned how to present products to clients
• Learned numerous different products and how they could be used for various clients

• Research companies in the energy and materials sector using qualitative and quantitative analysis.
• Analyze current holdings and work with other members of the sector to seek out new potential investments. That would then be pitched to the students in charge of managing the Flyer Fund.
• Use the Davis Center's Bloomberg terminals, Thomson Reuters Baseline, and Morningstar Direct software to research and create financial models for securities to further analyze them.

Kettering, Ohio

• Developing business case analyses for each client. Tailored to their needs through strategic consulting and statistical analysis.
• Developing future capital expenditures for clients to establish budgets years into the future.

Pittsburgh PA

• Member of the financial management and analysis team covering US Asset Servicing in America.
• Went through financial statements and developed hierarchy's of cost centers and found where expenses could be cut.