Dakota Live! #77 Recording

Metro Area: Baltimore / D.C. / Northern Virginia
Accounts Profiled:  Segal Marco Advisors and Verus Investments
Guest Allocator: Corey Schier, Callan IAG
 

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Dakota Video Event
Dakota Live! Call #77 replay from November 20th!

Listen in to the Dakota Investments sales team and guest allocator Corey Schier, Senior Vice President, from Callan IAG, as the Dakota Investments team focuses on Baltimore / D.C. / Northern Virginia by outlining the different investors across RIAs, Banks, Multi-Family Offices, Consultants, and more. Additionally, our team profiled in-depth Segal Marco Advisors and Verus Investments. The intent of these calls is to continue to provide value to investment sales professionals who are looking to increase bandwidth and generate leads.