Marcel T S Dawson

Director, Us Intermediary - Southeast

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Location:

Charlotte, NC

Industry:

Financial Services

Work:

Rbc Global Asset Management
Director, Us Intermediary - Southeast
Allianz Global Investors Jul 2018 - Apr 2019
Director, Business Development - Ria Southeast
Ria.xyz Riaconsulting.xyz Jul 2018 - Apr 2019
Ceo, Founder
Principal Global Investors Jan 2015 - Dec 2016
Senior Director, Wealth Management - Ria South Central
Principal Global Investors Feb 2012 - Dec 2015
Regional Director, Wealth Management - Ria South Central

Skills:

Rias
Registered Investment Advisors
Fiduciaries
Private Bank
Family Office
Bank/Trust
Institutional Sales
Wealth Management
Asset Management
Financial Planning
Investments
Mutual Funds
Alternative Investments
Hedge Funds
Etfs
Securities
Equities
Fixed Income
Finance
Financial Services
Investment Advisory
Investment Strategies
Securities Regulation
Portfolio Management
Investment Management
Business Development
Series 7
Series 66
Caia
Aif
Fintech
Social Media
Social Media Marketing
Network Effects
Pull Marketing
Inbound Marketing
Disruptive Technologies
Strategic Planning
Foreign Languages
Asset Allocation
Financial Advisory
Leadership
Strategy
Sales
Capital Markets
Alternative Investment Strategies
Private Equity
Commercial Real Estate
1031 Exchanges
Muli Factor Etfs

Languages:

Portuguese
Spanish
French
German

Certifications:

Tdi Extended Range, Advanced Nitrox, Sidemount Diver
Fundamentals of Alternative Investments
Series 7, Series 66

Marcel Dawson

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Education:

Skills:

Microsoft Office
Management
Microsoft Excel
Microsoft Word
Research
Powerpoint
Sales
Leadership
Training
Policy
Risk Management
Team Building
Team Leadership
Personnel Management
Forest Products

Marcel Dawson

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Marcel Dawson

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Marcel Dawson

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