Dustin Schick, Mba,Cfp®,Cts Email and Phone Number
Dustin Schick, Mba,Cfp®,Cts work email
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Dustin Schick, Mba,Cfp®,Cts personal email
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Dustin Schick, Mba,Cfp®,Cts phone numbers
CERTIFIED FINANCIAL PLANNER™ Professional. MBA graduate from BYU's Marriott School of Business. My love for personal finance stems from a passion to empower individuals and families with the knowledge and tools to accomplish life goals and lead a life of purpose, achievement, and generosity.
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Advisor And Chief Operating OfficerEvergreen Private Wealth Jul 2020 - PresentGreenwood Village, Colorado, Us -
Workplace Planning ConsultantFidelity Investments Feb 2020 - Jul 2020Boston, Ma, Us -
Investment Solutions RepresentativeFidelity Investments Oct 2018 - Feb 2020Boston, Ma, Us -
Financial Representative Full TraderFidelity Investments Jan 2018 - Oct 2018Boston, Ma, Us -
Air Medical ConsultantIndependent Apr 2017 - Jan 2018
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Director Of Finance And OperationsAir Methods Jan 2014 - Apr 2017Greenwood Village, Colorado, Us• FP&A business advisor to the President providing decision support for key strategies and initiatives across 300+ locations. Divisional financial planning and analysis, including budgeting, forecasting, and modeling. Influence leaders' strategic business decisions.• Identify, implement, and analyze divisional performance metrics and team KPIs focused on key drivers to ensure delivery of strategic business objectives.• Prepare and present financial and operational performance reports to senior management with recommendations focused on opportunities, risks, early trend indicators, and variance analysis.• Build business partnerships with all levels of the organization, particularly senior management. Advise P&L owners and provide decision support through financial modeling and analysis.• Identify value-creation opportunities and champion operational improvement initiatives that improve profitability and include developing and managing high-performance teams.• Proactive problem solver focused on solutions. -
Director Of Process ImprovementAir Methods Aug 2012 - Jan 2014Greenwood Village, Colorado, Us• Direct report to the CEO with charge to challenge business decision making, driving business process improvement initiatives, and support senior management decisions through financial analysis.• Identify and implement continuous improvement initiatives with a strong focus on financial analysis and modeling. • Build predictive pro forma financial tool used to model business development expansion locations' revenue and margins. • Implement an enterprise-wide survey tool that engages customers and improves our core service delivery, recovering dozens of unhappy hospital customers during the first year of use.• Overhaul the process of opening new bases; minimize risk and decrease opening timeline by 25%.• Create scorecard to quickly compare revenues and costs across all ~300 locations. -
Financial AnalystIntel Jul 2011 - Jul 2012Santa Clara, California, Us• Business partner to operations managers. Provide financial decision support for $48M operational budget and influence the General Manager’s investment decisions.• Lead planning, forecasting, and budgeting; present monthly results to ensure performance against targets.• Enable successful organizational initiatives by supporting through objective ROI calculations. -
Financial AnalystAir Methods May 2010 - Aug 2010Greenwood Village, Colorado, Us• Develop financial model and present business case to the CEO that results in a multi-million dollar capital investment. • Generate significant annual savings by adjusting aircraft insurance levels to match market values.• Participate on senior management team completing the due diligence for a large acquisition opportunity. -
Real Estate Agent, Graduate Realtor Institute Designation (Gri)Century 21® Dec 2006 - Aug 2009Madison, New Jersey, Us• Analyze investment ROIs for real estate investors• Excellence in Real Estate award recipient in 2007 & 2008 (top 4% in the region)• Teach weekly trainings to 20 peers regarding significant industry changes
Dustin Schick, Mba,Cfp®,Cts Skills
Dustin Schick, Mba,Cfp®,Cts Education Details
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New York UniversityFinancial Planning -
Brigham Young University Marriott School Of BusinessFinance -
Brigham Young University Marriott School Of BusinessFour-Time Dean'S List Honoree (Top 5%)
Frequently Asked Questions about Dustin Schick, Mba,Cfp®,Cts
What company does Dustin Schick, Mba,Cfp®,Cts work for?
Dustin Schick, Mba,Cfp®,Cts works for Evergreen Private Wealth
What is Dustin Schick, Mba,Cfp®,Cts's role at the current company?
Dustin Schick, Mba,Cfp®,Cts's current role is Advisor and Chief Operating Officer at Evergreen Private Wealth.
What is Dustin Schick, Mba,Cfp®,Cts's email address?
Dustin Schick, Mba,Cfp®,Cts's email address is du****@****ity.com
What is Dustin Schick, Mba,Cfp®,Cts's direct phone number?
Dustin Schick, Mba,Cfp®,Cts's direct phone number is +130379*****
What schools did Dustin Schick, Mba,Cfp®,Cts attend?
Dustin Schick, Mba,Cfp®,Cts attended New York University, Brigham Young University Marriott School Of Business, Brigham Young University Marriott School Of Business.
What are some of Dustin Schick, Mba,Cfp®,Cts's interests?
Dustin Schick, Mba,Cfp®,Cts has interest in 10ks, Most Recently.
What skills is Dustin Schick, Mba,Cfp®,Cts known for?
Dustin Schick, Mba,Cfp®,Cts has skills like Leadership, Financial Advisory, Presentation Skills, Powerpoint, Accounting, Working With Clients, Retirement Planning, Valuation, Teaching, Start Ups, Financial Modeling, Data Analysis.
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