L

Luke

Chief Technology Officer

Dakota Wealth Management

Boston, Massachusetts


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Dakota Wealth Management
Industry
investment management
Employees
74.0
Seniority
C suite
Latest Funding
Other

Technologies

Outlook Microsoft Office 365 SharePoint Python AI Flutter

Keywords

investment management financial planning estate planning trust planning tax planning business consulting executive consulting legacy planning retirement planning wealth management tax services divorce planning custom portfolios generational wealth investment strategies holistic financial services personalized investment wealth advisors risk management portfolio diversification alternative investments client-centered strategies professional advisors tax compliance financial counseling cash flow planning asset allocation market analysis investment research wealth transfer strategies client services proprietary strategies risk-aware investment tactical asset management long-term financial goals philanthropy planning family financial planning advanced options strategies individualized financial solutions retirement income strategies real-time financial assessment business financial planning tax efficient investments comprehensive wealth solutions client communication structured investment approaches financial objectives alignment financial health evaluation investment performance monitoring personal financial goals financial services law practice legal services b2b management consulting

Get Full Contact Details

Subscribe to reveal email addresses and export contacts.

View Plans