AeroLeads people directory · profile
Dylan Ibarra Email & Phone Number
Financial Planner
at
The Advocate Group
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Minnetonka, Minnesota, United States
Company size
Who is Dylan Ibarra? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dylan Ibarra is listed as Financial Planner at The Advocate Group, a company with 25 employees, based in Minnetonka, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Dylan Ibarra.
Dylan Ibarra previously worked as Financial Planning Associate at The Advocate Group and Financial Representative at Fidelity Investments. Dylan Ibarra holds Bachelor Of Business Administration - Bba, Financial Markets from University Of Minnesota Duluth.
Company email context
Email format at The Advocate Group
This section adds company-level context without repeating Dylan Ibarra's masked contact details.
The Advocate Group
Review company-level records connected to Dylan Ibarra before choosing the right outreach path.
Profile bio
About Dylan Ibarra
A highly motivated and success driven individual with a passion of helping clients achieve their Financial Goals through objective planning and investments. University of Minnesota - Duluth Alumni with a focus in Financial Planning & Financial Markets.
Current workplace
Dylan Ibarra's current company
Company context helps verify the profile and gives searchers a useful next step.
The Advocate Group
7 roles
Dylan Ibarra work experience
A career timeline built from the work history available for this profile.
Financial Planning Associate
Current
Sep 2023 - Present
Financial Representative
Jun 2023 - Aug 2023
Student Director & Equity Research Analyst
The Bulldog Fund LLC is an active portfolio management program, in which students participate in the responsibilities of managing a portfolio through Macroeconomic research, S&P 500 sector specific research and individual equity research to derive investment decisions best suited for the portfolio strategy.As an Equity Research Analyst at the Bulldog Fund.
Mar 2022 - May 2023
Cfa Research Challenge Participant
The CFA Research Challenge is a global competition in which thousands of young financial professionals compete through an investment thesis presentation that is followed up with a Q&A from well-established and credentialed judges.As a participant in the 2023 Research Challenge execution of the following was conducted on the subject company General Mills.
Oct 2022 - Apr 2023
Branch Intern
The Fidelity Investments Internship Program spanned over 10 weeks, and as an intern I performed the following:- Collaborated in a team with peers to conduct research and consult on how to make changes towards finance for a younger generation of investors- Provided customer service through client engagement and interactions while in branch- Communicated.
Jun 2022 - Aug 2022
Lead Coach
I worked as a coach for kids in grades K-5th grade. I structured day to day sports activities, coached hundreds of young kids throughout the past two summers, communicated with parents daily, and maintained a safe and fun environment.AKA helped develop my personal communication skills, strengthened my leadership quality, and increased my level of patience.
May 2020 - Aug 2021
Team & coworkers
Colleagues at The Advocate Group
Other employees you can reach at theadvocategroup.com. View company contacts for 25 employees →
EB
Ethan Baumgartner
Colleague at The Advocate Group
Andover, Minnesota, United States, United States
View →
EM
Emily Meisinger, Cfp®
Colleague at The Advocate Group
Greater Minneapolis-St. Paul Area, United States
View →
SM
Salman Mekrani
Colleague at The Advocate Group
Bahraich, Uttar Pradesh, India, India
View →
RW
Rebecca Wachter
Colleague at The Advocate Group
Minneapolis, Minnesota, United States, United States
View →
FF
Fiona Foo
Colleague at The Advocate Group
Singapore, Singapore
View →
MC
Michael Corrigan
Colleague at The Advocate Group
Hopkins, Minnesota, United States, United States
View →
JW
Joshua Wicks
Colleague at The Advocate Group
Minneapolis, Minnesota, United States, United States
View →
SH
Scott Hartzell
Colleague at The Advocate Group
Greater Minneapolis-St. Paul Area, United States
View →
PD
Penny Dyess
Colleague at The Advocate Group
Denham Springs, Louisiana, United States, United States
View →
SK
Sabrina K.
Colleague at The Advocate Group
Greater Minneapolis-St. Paul Area, United States
View →
Ethan Baumgartner
Colleague at The Advocate Group
Andover, Minnesota, United States, United States
View →
EM
Emily Meisinger, Cfp®
Colleague at The Advocate Group
Greater Minneapolis-St. Paul Area, United States
View →
SM
Salman Mekrani
Colleague at The Advocate Group
Bahraich, Uttar Pradesh, India, India
View →
RW
Rebecca Wachter
Colleague at The Advocate Group
Minneapolis, Minnesota, United States, United States
View →
FF
Fiona Foo
Colleague at The Advocate Group
Singapore, Singapore
View →
MC
Michael Corrigan
Colleague at The Advocate Group
Hopkins, Minnesota, United States, United States
View →
JW
Joshua Wicks
Colleague at The Advocate Group
Minneapolis, Minnesota, United States, United States
View →
SH
Scott Hartzell
Colleague at The Advocate Group
Greater Minneapolis-St. Paul Area, United States
View →
PD
Penny Dyess
Colleague at The Advocate Group
Denham Springs, Louisiana, United States, United States
View →
SK
Sabrina K.
Colleague at The Advocate Group
Greater Minneapolis-St. Paul Area, United States
View →
3 education records
Dylan Ibarra education
Bachelor Of Business Administration - Bba, Financial Markets
Bachelor Of Business Administration - Bba, Financial Planning And Services
Education record
FAQ
Frequently asked questions about Dylan Ibarra
Quick answers generated from the profile data available on this page.
What company does Dylan Ibarra work for?
Dylan Ibarra works for The Advocate Group.
What is Dylan Ibarra's role at The Advocate Group?
Dylan Ibarra is listed as Financial Planner at The Advocate Group.
Where is Dylan Ibarra based?
Dylan Ibarra is based in Minnetonka, Minnesota, United States while working with The Advocate Group.
What companies has Dylan Ibarra worked for?
Dylan Ibarra has worked for The Advocate Group, Fidelity Investments, Bulldog Fund, Cfa Institute, and Active Kids Association Of Sport (Akasport).
Who are Dylan Ibarra's colleagues at The Advocate Group?
Dylan Ibarra's colleagues at The Advocate Group include Ethan Baumgartner, Emily Meisinger, Cfp®, Salman Mekrani, Rebecca Wachter, and Fiona Foo.
How can I contact Dylan Ibarra?
You can use AeroLeads to view verified contact signals for Dylan Ibarra at The Advocate Group, including work email, phone, and LinkedIn data when available.
What schools did Dylan Ibarra attend?
Dylan Ibarra holds Bachelor Of Business Administration - Bba, Financial Markets from University Of Minnesota Duluth.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Dylan Ibarra you were looking for.
View similar profiles
