Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Dorian Dyckman

Dorian Dyckman

Wealth Manager
Garden City,NY

Summary

Dynamic sales leader with a proven track record at The Water Scrooge, excelling in sales forecasting and account strategy. Expert in deal closing and key account growth, I foster strong client relationships while consistently achieving revenue goals. Adept at sales training, I drive team performance and deliver exceptional results in competitive markets.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Vice President of Sales

The Water Scrooge
01.2024 - Current
  • Performed monthly sales forecasting and competitive analysis to determine product performance levels and need for new product developments.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Initiated in-depth account assessments with sales and management teams to evaluate sales potential.
  • Crafted overall account sales strategies and coordinated activities of sales executives to achieve revenue goals.

President

Strategic Wealth Solutions
05.2016 - Current
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Implemented risk management strategies for clients, safeguarding their investments against market volatility.
  • Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
  • Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
  • Managed portfolio of high-net-worth clients, consistently meeting and exceeding financial service expectations.

Financial Services Representative

Metlife
03.2010 - 08.2015
  • Assisted customers in understanding their financial statements, providing clarity regarding charges or fees.
  • Handled a diverse range of client portfolios, ensuring personalized attention was given to each account holder''s unique needs.
  • Managed sensitive customer information with strict adherence to privacy regulations and company policies.

Education

Finance

SUNY Empire State College
Saratoga Springs, NY
06-2009

Skills

Sales presentations

Certification

Series 7 & Series 63

Timeline

Vice President of Sales

The Water Scrooge
01.2024 - Current

President

Strategic Wealth Solutions
05.2016 - Current

Financial Services Representative

Metlife
03.2010 - 08.2015

Finance

SUNY Empire State College

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Dorian Dyckman Wealth Manager