Dylon May
Investment Advisor at Edelman Financial Engines | Fayetteville, North Carolina, United States
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Investment Advisor at Edelman Financial Engines in July 2024 to Present
Workplace Planning Consultant II at Fidelity Investments in March 2023 to January 2024
Workplace Planning Consultant at Fidelity Investments in August 2022 to March 2023
Workplace Planning Associate at Fidelity Investments in February 2022 to August 2022
Financial Operations Analyst at Credit Suisse in September 2019 to December 2021
Financial Advisor at Northwestern Mutual in May 2018 to May 2019
Key Account Receivable Specialist at Delta Apparel, Inc. in May 2016 to October 2017
Sales Professional at Peterson Toyota Chrysler Jeep in July 2015 to February 2016
Collections Representative at BB&T in July 2013 to July 2015
Management Trainee at Enterprise Rent-A-Car in August 2011 to May 2013
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Fayetteville State University, Bachelor of Science - BS, October 2026
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Insurance Sales
Record Keeping
Plan Compliance
Direct Client Interaction
Wealth Management Services
Back Office Operations
Account Administration
Practice Management
Credit Restoration
Funds Management
Account Management
Managing Accounts (Accounting)
Phone Etiquette
ACH Payments
Deposits
Cash Management
Credit Management
Credit Analysis
Action Plan Creation
Consultative Approach
Account Reconciliation
Customer-Focused Selling
Customer-Focused Service
Capital Markets
Attention to Detail
Strategic Planning
Employee Benefits
Fiduciary Services
401(k) Retirement Savings Plans
Salesforce Lightning
SIE
Training
Marketing Strategy
Tableau
Retirement Plan Consulting
Open Enrollment
ERISA
Defined Contribution
Qualified Retirement Plans
Presentation Skills
Fingerprinting
Sales Presentations
Retirement Income Strategies
Investment Advisory Services
Resolving Issues
Financial Concepts
Solution Selling
Data Analysis
Insurance Industry
Identifying New Opportunities
Retirement Planning
Investment Analysis
Salesforce Case Management
Customer Experience
Builds Relationships
Annual Reviews
Financial Services
Leadership
Customer Service
Financial Analysis
Sales
Customer Relationship Management (CRM)
Risk Management
Budgeting
Life Insurance
Marketing
Microsoft Office
Microsoft Dynamics CRM
Negotiation
Client Services
Time Management
A/R Collections
Life & Health Licenses
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Discover more about Edelman Financial EnginesWhat is Dylon May email address?
Email Dylon May at [email protected] and [email protected]. This email is the most updated Dylon May's email found in 2026.
What is Dylon May phone number?
Dylon May phone number is 910-633-2349.
How to contact Dylon May?
To contact Dylon May send an email to [email protected] or [email protected]. If you want to call Dylon May try calling on 910-633-2349. (updated on April 30, 2025)
What company does Dylon May work for?
Dylon May works for Edelman Financial Engines
What is Dylon May's role at Edelman Financial Engines?
Dylon May is Investment Advisor
What industry does Dylon May work in?
Dylon May works in the Financial Services industry.
Dylon May Email Addresses
Dylon May Phone Numbers
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