Dylan Bodo
Account Executive at Steno
Based in Melville, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Melville
Industry
Law Practice
Company size
608
Contact information
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d•••••••@steno.com
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Background
About Dylan Bodo
As a York College of Pennsylvania graduate with a Bachelor of Science in Finance, I've honed my analytical abilities to become a Senior Account Consultant at Reynolds Investment Consulting Services. My expertise lies in financial modeling and Excel, forming the backbone of my role where I deliver personalized investment recommendations to Labor Union Funds. My core competencies include conducting financial analyses, portfolio reviews, and developing wealth management plans.At Reynolds, the team and I have excelled in tailoring asset allocation strategies, ensuring clients' portfolios are aligned with their goals and the market's pulse. Leveraging data analysis skills, we've optimized client investments, fostering trust and sustained growth. My focus remains on contributing to our collective success by aligning with the company's values and bringing a diverse perspective to our strategies, with the aim of achieving our clients' financial aspirations.
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