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Dino Andre Giovannone
Stratega di mercato presso McKinley Carter Wealth Services, Inc.
Profilo
Mr. Dino A.
Giovannone is a Financial Strategist at McKinley Carter Wealth Services, Inc. He has over 30 years of experience in the financial services industry.
Mr. Giovannone began his career as a Financial Advisor at a national broker-dealer.
He later was promoted to Division Manager and then to Vice President-Regional Manager.
In the VP role, he oversaw branch office managers located in multiple states including Ohio, West Virginia, and Pennsylvania and the promotion and wholesaling of proprietary funds.
After 17 years with the broker-dealer, he accepted a position with Federated Investors as Director of Retirement Sales, which involved acquiring and retaining defined contribution plans.
After several years in that role, he transitioned to Internal Sales Manager for the Midwest Region for Federated’s broker-dealer division.
In 2013, he was offered an opportunity to take over a $75 million book of existing business at Edward Jones.
While he enjoyed the daily one-on-one interaction with wealth management clients, he was located in Warren, OH, which was two hours from his home and family in Wheeling.
In March 2015, he accepted the offer to work for McKinley Carter at its Wheeling headquarters.
He holds a bachelor’s degree in accounting from Franciscan University.
Posizioni attive di Dino Andre Giovannone
Società | Posizione | Inizio |
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McKinley Carter Wealth Services, Inc.
![]() McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Stratega di mercato | 01/03/2015 |
Formazione di Dino Andre Giovannone
Franciscan University of Steubenville | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 1 |
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McKinley Carter Wealth Services, Inc.
![]() McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
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