Dane Depolo
Senior Financial Advisor at LPL Financial | Austin, Texas, United States
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Senior Financial Advisor at LPL Financial in June 2023 to Present
Account Executive at PCR Consulting, Inc. in December 2022 to June 2023
Registered Client Service Associate at RBC in April 2021 to December 2022
Registered Client Service Associate at Merrill Lynch in March 2020 to April 2021
Client Service Associate at Merrill Lynch in December 2018 to March 2020
Customs Brokerage Specialist at Flexport in March 2017 to December 2018
Client Support Specialist at Earnest Inc. in October 2016 to February 2017
Intern at Financial Beginnings in June 2015 to August 2015
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University of Portland, Bachelor of Business Administration (B.B.A.), August 2026
The University of Notre Dame Australia, Bachelor of Business Administration (B.B.A.), August 2026
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Series 7
ACH Payments
Investing
Skilled Multi-tasker
Deadline Oriented
Customer Engagement
Customer Relations
Identifying New Opportunities
Consultative Selling
Account Executives
Sales & Marketing
Written Communication
Post-Sales
Finance
Dispute Resolution
Operations
Organization Skills
Financial Services
Investments
Relationship Building
Working with Investors
Wealth Management Services
Attention to Detail
Customer Experience
Customer Satisfaction
Customer Retention
Investor Relations
Private Equity
English
Asset Management
Client Relations
Salesforce.com
Analytical Skills
Account Management
Customer Success
Customer Relationship Management (CRM)
Sales
Microsoft Excel
Microsoft Word
PowerPoint
Public Speaking
Social Media Marketing
Event Planning
Time Management
Customer Service
Microsoft Office
Interpersonal Skills
Communication
Teamwork
Customer Support
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Discover more about LPL FinancialWhat is Dane Depolo email address?
Email Dane Depolo at [email protected] and [email protected]. This email is the most updated Dane Depolo's email found in 2026.
What is Dane Depolo phone number?
Dane Depolo phone number is 925-360-7613.
How to contact Dane Depolo?
To contact Dane Depolo send an email to [email protected] or [email protected]. If you want to call Dane Depolo try calling on 925-360-7613. (updated on January 11, 2025)
What company does Dane Depolo work for?
Dane Depolo works for LPL Financial
What is Dane Depolo's role at LPL Financial?
Dane Depolo is Senior Financial Advisor
What industry does Dane Depolo work in?
Dane Depolo works in the Financial Services industry.
Dane Depolo Email Addresses
Dane Depolo Phone Numbers
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