Dylan Malot
Bernstein
San Francisco,
California
Contact
How to contact
dylan.malot@bernstein.com
Professional Profile
Call Me When
A business seller is about to exit within 36 months and needs advice on pre-transaction tax savings and post transaction capital allocation.
Professions
Wealth Manager
Functional Expertise
Capital markets
Charitable giving
ESOPs
Estate planning
Fiduciary
Financial Modelling
Private placements
Exit/Transition Planning
Business Focus
Pre-transaction advisory, wealth management.
Professional Certification
Master's Degree in Financial Planning. Series 7, 31, 63, 65, SIE.
Transition Planning Certification or Methodology
CFBS, MSFS from the American College.
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Software/Internet
Advisor Resource Relationships
B2B CFO
Chapter information
Membership
Northern California Sponsor
Member since
Member for 7 months
Chapter Leadership Role
Launch Committee
Sponsorship Type
Platinum
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