See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

DK

Dave Kroll

Certified Financial Planner at DEK Financial Planning and Investing
Intro Book
Seasoned financial professional with 29 years of experience in financial analysis and strategic planning.
  • Claim this Profile
Location
Tulsa, Oklahoma, United States, US
Skills
  • Financial Analysis
  • Customer Service
  • Accounting
  • Microsoft Excel
  • Risk Management
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Dave Kroll is a seasoned financial professional with 29 years of experience in financial analysis, customer service, and strategic planning. He holds a BSME and BBA degree from the University of Wisconsin and is a Certified Financial Planner. Kroll has worked as President at Niject Services Co. and currently works at DEK Financial Planning and Investing.

Experience

Education

  • University of Wisconsin
    BSME, BBA, Mechanical Engineering and Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles