Dmitriy Katsnelson
Deputy CIO at Wealthspire at Wealthspire Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Potomac, US
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Experience
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Wealthspire Advisors
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United States
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Financial Services
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200 - 300 Employee
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Deputy CIO at Wealthspire
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Nov 2019 - 4 years 2 months
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Deputy CIO - Bronfman Rothschild/Sontag Advisory
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May 2019 - Nov 2019
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CIO Bronfman Rothschild
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Jan 2018 - Apr 2019
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Director, Investments
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Jun 2015 - Dec 2017
Washington D.C. Metro Area
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LPL Financial
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United States
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Financial Services
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700 & Above Employee
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Strategic Investment Chair/Senior Analyst, Research
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Jun 2014 - May 2015
Rockville, MD
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Associate PM/Senior Analyst, Research
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Jan 2007 - Jun 2014
Rockville, MD
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Senior Analyst, Operations
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Aug 2005 - Jan 2007
Rockville, MD
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Harley-Davidson Motor Company
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United States
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Motor Vehicle Manufacturing
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700 & Above Employee
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Analyst
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Jun 2001 - Feb 2002
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Assistant Analyst
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Sep 1999 - Jun 2000
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Education
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2003 - 2004
University of Maryland
BS -
2000 - 2002
Drexel University
BS
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