Dakota Wealth Management
Timothy Schloesser is an experienced finance professional currently serving as the Director of Finance at Dakota Wealth Management since February 2024. Prior to this role, Timothy held several positions at Florida Power & Light from November 2018 to February 2024, including Principal Business Analyst, Financial and Planning Lead, and Senior Financial Analyst, where responsibilities ranged from conducting financial analyses to overseeing the preparation of management financial reporting. Additional experience includes roles as a Senior Analyst at G4S Secure Solutions and a Financial Sales and Collections Analyst at Crossmatch. Timothy's career began at California Pizza Kitchen as a Dining Shift Leader and further included a position as a Cost Analyst at The Breakers Palm Beach. Timothy's educational background includes an MBA in Accounting from Palm Beach Atlantic University and a BBA in Accounting from Florida Atlantic University.
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Dakota Wealth Management
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families, and institutions.