Avery Corey-Dickinson

Avery Corey-Dickinson Email and Phone Number

Investment Analyst | Trusted Fiduciary Expert | 5+ Years of Industry Experience | Inspired Wealth Manager Professional | @ Pointer Financial Group
Avery Corey-Dickinson's Location
Waterford, Wisconsin, United States, United States
About Avery Corey-Dickinson

• Obtained BBA in Finance with an Emphasis in Financial Planning from UW Whitewater• Actively Studying for Series 65 Licensing• Seeking to Obtain CFP®• Former Student-Athlete for University Wisconsin-Waukesha Basketball• Head Coach to Numerous Sports Programs Over the Years (Waterford Union High School, Washington Caldwell, Drought Middle School, SEYFA, WLYB, WYBL, RHS, TYB, WIBL, and more!)• 5,000+ Hours of Documented Volunteer and Community Service Through Numerous Programs

Avery Corey-Dickinson's Current Company Details
Pointer Financial Group

Pointer Financial Group

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Investment Analyst | Trusted Fiduciary Expert | 5+ Years of Industry Experience | Inspired Wealth Manager Professional |
Avery Corey-Dickinson Work Experience Details
  • Pointer Financial Group
    Investment Analyst
    Pointer Financial Group Jul 2024 - Present
    Brookfield, Wi, Us
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  • Don Of Discounts
    President & Ceo
    Don Of Discounts Mar 2014 - Present
    • Online/E-commerce Sneaker Store• Built Fully Operating Website (via WIX)• Google SEO Skills to Sit Atop of Google• Business Management & Growth• Mastered Microsoft Excel to Record Sales• Utilized Marketing to Reach a Larger Network of Customers• Demonstrated Client Relation Skills• Graphic Design Skills Used When Designing Logo & Layout of Public Brand• Over $150,000+ in Sales
  • Wind Lake Youth Baseball
    Head Baseball Umpire
    Wind Lake Youth Baseball Jun 2013 - Present
    Norway, Wi, Us
    • Youth Baseball Umpire - Ages 8U through 14U• WIAA Certified• Rec, Select, and Senior Level Baseball• Numerous Tournaments & Leagues (Mainly SE WI)
    View
  • Annex Wealth Management
    Client Services Manager
    Annex Wealth Management Aug 2022 - Apr 2024
    Brookfield, Wisconsin, Us
    • Worked on the Annex Ignite Team• Manage Daily Client Transactions & Inquires Accurately• Demonstrate Financial Knowledge to Clients to Help Answer Questions• Sat in Client Meetings with Wealth Manager While Review Plans• Proactive Responsibility For Preparing Client Reviews, Records, & Outgoing Client Communication • Ability to Determine Necessary Paperwork, Documentation and Forms, and Track Follow Through
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  • Waterford Union High School
    Head Men Basketball Coach
    Waterford Union High School Nov 2021 - Nov 2022
    • Head Coach for Freshman Boy’s Basketball & Assistant Varsity Coach• Led Freshman Team to a Top 3 Finish in Conference
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Sep 2020 - Aug 2022
    Milwaukee, Wi, Us
    • Experienced Firsthand Financial Advising Work• Passed Life/Health Insurance Exams• Built Personal Book of Business Through Networking, Word of Mouth, & Cold Calling • Using Microsoft CRM, Excel, and Other Programs to Build and Create Financial Plans
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  • Washington Caldwell School District
    Head Basketball Coach
    Washington Caldwell School District Sep 2019 - May 2021
    Us
    • Head Coach & Head of Program for Washington Caldwell's Girl’s Basketball (6/7/8th Grade)
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  • Drought School
    Head Basketball & Volleyball Coach
    Drought School Sep 2019 - Jun 2020
    • Head Coach & Head of Program Boys' Basketball and Volleyball (Grades 6-8)
  • Sams Diner
    Head Waiter
    Sams Diner Aug 2013 - Mar 2019
    • Lead Waiter - Head of Team• Social Media Lead• Responsible for Training
    View

Avery Corey-Dickinson Education Details

  • University Of Wisconsin-Whitewater
    University Of Wisconsin-Whitewater
    General
  • Uw-Milwaukee At Waukesha
    Uw-Milwaukee At Waukesha
    General
  • Waterford Union High School
    Waterford Union High School
    High School Diploma

Frequently Asked Questions about Avery Corey-Dickinson

What company does Avery Corey-Dickinson work for?

Avery Corey-Dickinson works for Pointer Financial Group

What is Avery Corey-Dickinson's role at the current company?

Avery Corey-Dickinson's current role is Investment Analyst | Trusted Fiduciary Expert | 5+ Years of Industry Experience | Inspired Wealth Manager Professional |.

What schools did Avery Corey-Dickinson attend?

Avery Corey-Dickinson attended University Of Wisconsin-Whitewater, Uw-Milwaukee At Waukesha, Waterford Union High School.

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