Dilda Dalvi

Dilda Dalvi has over 20 years of work experience in various roles within the financial services industry. Dilda currently works at Harrell Investment Partners as the Sr. Vice President, Operations/ Chief Compliance Officer since May 2023. Prior to this, they held positions at Raymond James as the Vice President of Operations from November 2021 until May 2023, and as the Director of Operations from November 2021 to February 2022.

Before joining Raymond James, Dilda worked as a Branch Administrator at Raymond James from March 2020 to July 2021. Dilda also served as a Sr. Registered Client Service Associate at Raymond James from March 2017 to December 2019.

Their earlier career includes roles as a Registered Client associate at Wells Fargo Advisors from October 2014 to May 2015, a PCG Branch Liaison at Wells Fargo Advisors from June 2013 to June 2014, and an Operations Manager at Oppenheimer & Co. Inc from March 2009 to June 2009.

Prior to that, they worked as an Operations Manager at Stanford Group Company from June 2006 to February 2009, and as a Client Service Associate at Legg Mason from August 2004 to June 2006.

Dilda also gained experience in customer service during their early career, working as a Client Service representative at DSQ Software from 1999 to 2000, and as a Customer Service representative at Hutchison Max Telecom (MaxTouch/Orange) from 1997 to 1999.

Dilda Dalvi has a degree in B.Com with a focus on Accounting and Economics from Karnatak University. Dilda also holds another B.Com degree specializing in Economics and Accounting from Gogte College of Commerce. Unfortunately, the specific years of study or graduation for both degrees are not provided.