Timothy Schloesser
Director of Finance, Principal at Dakota Wealth Management
Based in Wellington, United States
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Seniority
Director
Department
Finance & Accounting
Location
Wellington
Industry
Investment Management
Company size
86
Contact information
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t•••••••@dakotawm.com
Phone
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Background
About Timothy Schloesser
At Dakota Wealth Management, we are setting a new standard for the financial services industry with our thoughtfully designed investment portfolios and personalized wealth management services. As the Director of Finance, I am responsible for strategic planning, budgeting and risk management, and quarterly reports. “Dakota” means friend and ally. We believe that an open, inspiring work environment that embraces intellectual creativity enriches both employees and clients alike. Dakota is growing through acquisitions. As new wealth management firms and advisors join us, we work to achieve smooth integration into our elegantly designed infrastructure and culture. Our commitment to operational excellence translates into multi-generational wealth and success for our clients and partners. Learn more at
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