Alera Group
Dalila Toledo currently serves as the Director of Compliance for Wealth & Retirement at Alera Group, Inc. since December 2023, following a tenure at Citi as a Business Risk Officer, Supervisory Principal, and Vice President from July 2022 to November 2023. Prior experience includes roles as Advertising Supervision Team Lead at Advisor Group, Compliance Manager and Advertising Review at Triad Advisors, and STIS Trader at SunTrust Investment Services, Inc. Dalila's career began at Gallagher Bassett as a Claims Adjuster and included positions at ZacksTrade and Stetson University, where Dalila also earned a Bachelor of Business Administration with a major in Finance and a minor in Marketing.
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Alera Group
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Alera Group is an independent, national insurance and financial services firm created through a merger of 24 like-minded, high-performing, entrepreneurial firms across the United States. Their Mission is to transform the client experience by providing a greater depth and breadth of tools and resources, education, innovative thinking and constantcollaboration. They are committed to enhancing our service offering through national peer collaboration while maintaining their ability to provide our clients the experience and positive outcomes they’ve come to value.