Dennis Lilholt

Denver, Colorado

Relationship Advocate/Stock Broker, Fidelity Investments

Experience at:
Fidelity Investments, Oppenheimer Funds, Rockefeller Capital, LLP

I’m interested in mentoring people from:

Where I've Worked

Dec 2016 –

Relationship Advocate/Stock Broker

Fidelity Investments

Mar 2019 – May 2019

Financial services consultant

Oppenheimer Funds

Dec 2016 – Nov 2017

Registered financial consultant

Fidelity Investments
R

Jan 2013 – Nov 2016

General Partner

Rockefeller Capital, LLP
R

Jan 2013 – Nov 2016

Account manager/Partner

Rockefeller Capital, LLP

Jul 2010 – Jan 2013

Licensed relationship manager

JPMorgan Chase

Jul 2007 – Feb 2010

Universal Banker

US Bank

Jan 2005 – Jul 2007

Product Specialist

Circuit City

Jul 2010 – Jan 2013

Licensed relationship banker

JPMorgan Chase
Where I've Studied

Metropolitan State University of Denver

Colorado State HSB

Ask Me About

People I've Reported To

People I've Worked With

People Who've Reported to Me

Wealth management professional

Robust background in account management and financial services.

Specialties

Auditing & Compliance

Banking, Loans & Insurance

Investments

Ask Me for a Referral

Fidelity Investments
Boston, MA and 3 other location(s)
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