At Dakota we are driven to serve our teammates. Growing our talent and removing obstacles so our teammates can become the best version of themselves is our #1 priority.
Whether we are directly raising money for an investment firm or supplying a database of qualified leads, our mission is to make the life of an investment sales person easier.
Marketing
Investments
"I love being challenged and having the opportunity to grow! I've been with Dakota for over 14 years and can confidently say that not one day has passed where I have not learned something new, or been challenged to innovate."
Tracy Rogers
Chief Administrative Officer
"I enjoy working with people that will always be there to pitch in when you need help or cheer you up on a tough day!"
Catherine Begier
Marketing Manager
"I love how everyone works together and has a real interest in making everyone successful in their jobs. It is true team work at its best!"
Barbara Loeslein
Vice President of Advancement
"The best part would have to be working with great people on new, innovative projects and seeing the business grow exponentially because of it."
Arthur Farina
Data Analyst
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2021 | Privacy Policy | California Privacy Policy