Serge Dutko
Planning Consultant at Simplicity Group | New York City Metropolitan Area
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Serge Dutko serves as a Planning Consultant at Simplicity Group, where he leverages his extensive expertise in wealth management services and quantitative analytics to deliver exceptional client service and strategic financial solutions. In his current role, Serge is instrumental in both inbound and outbound client interactions, ensuring that each client receives tailored investment proposals that align with their financial goals. His proficiency in investment strategies allows him to analyze financial holdings meticulously, providing clients with insightful recommendations that enhance their portfolios.
One of Serge's key responsibilities involves creating and overseeing multiple team project lists, which include tracking investment proposals and facilitating their development. This organizational acumen not only streamlines project management but also fosters a collaborative environment where team members can thrive. Serge's ability to create compelling PowerPoint presentations showcases the system's capabilities and functionality, effectively communicating complex financial concepts to clients and advisors alike.
In addition to his project management skills, Serge is dedicated to advisor coaching and training, sharing his knowledge of banking and networking to empower his colleagues. His leadership qualities shine through as he builds cohesive teams that are well-equipped to navigate the complexities of the financial landscape. With a strong command of tools like Microsoft Excel and the Bloomberg Terminal, Serge is adept at leveraging technology to enhance investment strategies and drive results. His multifaceted role at Simplicity Group exemplifies his commitment to excellence in the financial services industry, making him a valuable asset to both clients and the organization.
Planning Consultant at Simplicity Group in January 2022 to Present
Client Analyst at Goldman Sachs Ayco Personal Financial Management in April 2017 to July 2020
Insurance Manager at Summit Financial Resources, Inc. in June 2015 to April 2017
Substitute Teacher at Haledon Public School in January 2015 to May 2015
Financial Technology Consultant at William Paterson University in September 2014 to May 2015
Cashier at FoodTown in November 2013 to June 2014
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William Paterson University of New Jersey, Bachelor's degree
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Financial Goals
Wealth Management Services
Quantitative Analytics
Investment Strategies
Financial Modeling
Interpersonal Skills
Team Building
Project Management
High-Net-Worth Individuals (HNWI)
Analytical Skills
Right Capital
Customer Relationship Management (CRM)
Data Analysis
Orion
Salesforce
Microsoft Office
Teamwork
PowerPoint
Time Management
Project Planning
Microsoft Excel
Customer Service
Microsoft Word
Social Media
Leadership
Data Entry
Financial Analysis
Bloomberg Terminal
Banking
Finance
Editing
Strategic Financial Planning
Investments
Networking
Portfolio Performance Analysis
Management
Public Speaking
Social Networking
Research
Sales
Asset Management
Strategic Planning
Financial Planning
Analysis
Adobe Acrobat
Communication
Insurance
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Discover more about Simplicity GroupWhat is Serge Dutko email address?
Email Serge Dutko at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Serge Dutko's email found in 2026.
What is Serge Dutko phone number?
Serge Dutko phone number is 201-681-6457 and 9734271501.
How to contact Serge Dutko?
To contact Serge Dutko send an email to [email protected], [email protected], [email protected] or [email protected]. If you want to call Serge Dutko try calling on 201-681-6457 and 9734271501. (updated on September 04, 2024)
What company does Serge Dutko work for?
Serge Dutko works for Simplicity Group
What is Serge Dutko's role at Simplicity Group?
Serge Dutko is Planning Consultant
What industry does Serge Dutko work in?
Serge Dutko works in the Financial Services industry.
Serge Dutko Email Addresses
Serge Dutko Phone Numbers
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