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Cfp Pete Dinardo

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Cfp Pete Dinardo

Senior Vice President | Institutional Financial Advisor | CAPTRUST

United States

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Cfp Pete Dinardo

Summary

Pete Dinardo is a seasoned financial advisor with a strong focus on fiduciaries of corporate retirement plans and non-profit organizations at CAPTRUST. Since joining in 2018, he has honed his expertise in investment selection, plan design, vendor management, and employee education. His team has been recognized multiple times as a Top DC Advisor Team, showcasing their commitment to excellence in financial advisory. With a background at Fidelity Investments, Pete has developed a comprehensive skill set that includes financial analysis, risk management, and customer service. He is dedicated to serving clients' best interests through transparency and independence. His journey in finance began with an internship at Fidelity, leading to progressive roles that shaped his career. Pete's leadership in the financial sector reflects a blend of technical knowledge and a passion for client education. He is also well-versed in leveraging technology for financial planning and analysis, making him a valuable asset in the ever-evolving financial landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Pete Dinardo

Work Experience

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Senior Vice President | Institutional Financial Advisor at

CAPTRUST

January 2018 - Present

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Investment Consultant at

Fidelity Investments

July 2013 - January 2018

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Relationship Manager at

Fidelity Investments

January 2012 - July 2013

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High Opportunity Trader at

Fidelity Investments

February 2010 - January 2012

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Defined Contributions Representative at

Fidelity Investments

November 2009 - February 2010

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Intern at

Fidelity Investments

May 2007 - August 2007

Cfp Pete Dinardo

Education

Western New England University, Bsba

January 2005 - January 2009

Frequently Asked Questions about Cfp Pete Dinardo

What is Cfp Pete Dinardo email address?

Cfp Pete Dinardo's primary email address is ************@captrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Pete Dinardo work for?

Cfp Pete Dinardo is a Senior Vice President | Institutional Financial Advisor at CAPTRUST, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Pete Dinardo graduated from?

Cfp Pete Dinardo holds a degree in from Western New England University.

How can I directly contact Cfp Pete Dinardo?

To contact Cfp Pete Dinardo directly, you can use the email address ************@captrust.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Pete Dinardo?

Pete Dinardo is a seasoned financial advisor with a strong focus on fiduciaries of corporate retirement plans and non-profit organizations at CAPTRUST. Since joining in 2018, he has honed his expertise in investment selection, plan design, vendor management, and employee education. His team has been recognized multiple times as a Top DC Advisor Team, showcasing their commitment to excellence in financial advisory. With a background at Fidelity Investments, Pete has developed a comprehensive skill set that includes financial analysis, risk management, and customer service. He is dedicated to serving clients' best interests through transparency and independence. His journey in finance began with an internship at Fidelity, leading to progressive roles that shaped his career. Pete's leadership in the financial sector reflects a blend of technical knowledge and a passion for client education. He is also well-versed in leveraging technology for financial planning and analysis, making him a valuable asset in the ever-evolving financial landscape.

Cfp`s contact details

mail

************@captrust.com

************@fidelity.com

************@captrustadvisors.com

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