Dalton Roberts
Program Manager at Fisher Investments
Based in Atlanta, United States
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Seniority
Manager
Department
General Business & Management
Location
Atlanta
Industry
Financial Services
Company size
5.3K
Contact information
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d•••••••@fisherinvestments.com
Phone
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Background
About Dalton Roberts
Investment operations and portfolio implementation professional with 8 years of experience across institutional and private wealth strategies. Skilled in portfolio funding, rebalancing, and reconciliations, with a track record of leading process improvements and supporting system rollouts (Charles River IMS) to enhance efficiency and scalability. Recently relocated to Atlanta and seeking opportunities to apply my expertise in investment operations, implementation, and workflow transformation.
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