See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
Dillon Thompson, Cfa
Executive Vice President, Director of Private Investments at North Beach Holdings LLC
Investment professional with CFA certification and experience in private investments.
- Claim this Profile
Location
Akron, Ohio, United States, US
Bio
Generated by
Topline AI
Dillon Thompson is a seasoned investment professional with 6 years of experience in private investments and 5 months of intern experience in asset management. He holds a Bachelor's Degree in Corporate Financial Management and a Minor in Chinese Language from The University of Akron, and a High School Diploma from Glen Oak High School. As a Chartered Financial Analyst (CFA) Charterholder, Dillon brings expertise in financial analysis and management to his role as Executive Vice President, Director of Private Investments at North Beach Holdings LLC.
Credentials
-
Chartered Financial Analyst (CFA) Charterholder
CFA InstituteFeb, 2022- Apr, 2026
Experience
-
North Beach Holdings LLC
-
Cleveland, Ohio, United States
-
Executive Vice President, Director of Private Investments
-
Aug 2017 - Present
-
Cleveland, Ohio, United States
-
-
-
-
Asset Management Intern
-
Apr 2015 - Aug 2015
-
-
Education
-
2013 - 2017The University of Akron
Bachelor's Degree, Major: Corporate Financial Management, Minor: Chinese Language -
2015 - 2016
Henan University （河南大学）
Chinese Language and Culture -
2009 - 2013
Glen Oak High School
High School Diploma, College Prep
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Community
You need to have a working account to view this content.
Click here to join now
