Jagdev Dhillon

Advisor Success Manager-continuing Education Programs at VettaFi

Jagdev Dhillon is an Advisor Success Manager at VettaFi since April 2023, focusing on integrating data and analytics solutions for clients and partners. Previously, experience includes roles as an Investment Specialist and Financial Advisor/Manager Delegate at RBC from March 2020 to April 2023, where responsibilities involved client support and personalized financial solutions. Additional experience encompasses positions as a Sales and Marketing Specialist at Fitbit and RDTS Inc., as well as an intern at CIBC Wood Gundy, where efforts centered on developing marketing strategies for high net worth clients. Earlier career roles include a Sales Specialist position at Bell. Jagdev holds a Bachelor of Business Administration with a concentration in Finance from Concordia University of Edmonton, earned in 2019.

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VettaFi

VettaFi is a finance company that specializes in offering investment advice, indexing, and distribution for veterans and entrepreneurs.


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51-200

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