Dorothea M. Dutton Cfa, Awma Email & Phone Number

San Francisco Bay Area

Currently doing consulting work with Evercore Wealth Management in San Francisco.

• Wealth Management Consultant - Private Client Reserve San Francisco, CA 2006 to present Started “de novo” Private Client office in Bay area for the 6th largest bank in the US. Created business and strategic marketing.
• Built unique partnership with President and SVP of commercial banking for USB in northern California. Developed and implemented cross-marketing programs to build deeper relationships across different banking platforms.
• Created database of over 200 COIs through detailed calling program to improve local market visibility and generate external referrals.
• Met sales goals consistent with bank’s limited market presence in highly competitive Bay Area market, generating average annual fee revenues of $88,000 over first 2.5 years.
• Created, developed and hosted a wide range of client/prospect events each year to enhance market awareness and build new business.
• Identified key services/products within platform to creatively differentiate our capabilities vs. competitors.

Teamed with three private banking offices in Bay area to manage existing clients and improve business development activities of Northern California Wealth Management group. Created customized sales presentations, evaluated appropriate investment strategies and asset allocation for prospective clients..Successfully gained trust and respect of all Northern.

One of three principals to open West Coast office for NYC-based wealth management boutique. Office was closed due to acquisition of parent bank (Wachovia) by First Union. Despite the short-tenure of this office and the fact that this was a major departure from my previous career as an Institutional Portfolio manager, a strong base for further growth had.

Managed West Coast practice of "SIAM" (Scudder Insurance Asset Management) with $2 billion AUM and four-person professional staff. Utilized sophisticated fixed income and asset/liability techniques to design customized fixed income portfolio strategies for insurance company clients. Doubled AUM of office to $2 billion in four years through a combination of.

Recruited to organize and implement broad variety of fixed income programs for mutual funds and separately managed Plan sponsor portfolios. Restructured poorly performing mutual funds that achieved top Morningstar ratings. Managed core fixed income portfolios for broad range of pension funds & foundations. Created new reporting formats for all fixed income.

Chartered Financial Analyst Designation (Cfa)

Accredited Wealth Managment Advisor, Financial Planning And Services

Mini CFP program.

Certificate, Management Advisory Services In Private Wealth Management, 12.5 Cpe Credits

Attended 3 day seminar on changes/developments/status of Private Wealth Management Industry for Family offices.

Ba, Business And Social Psychology

General Studies With Major In Blended Studies Business And Social Science