Advisor And Chief Operating Officer
Current
Jul 2020 - Present
AeroLeads people directory · profile
Dustin Schick, Mba,Cfp®,Cts Email & Phone Number
Advisor and Chief Operating Officer at Evergreen Private Wealth
at
Evergreen Private Wealth
1 work email found
@fidelity.com
3 phones found area 303
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Advisor and Chief Operating Officer at Evergreen Private Wealth
Location
Denver Metropolitan Area, United States
Who is Dustin Schick, Mba,Cfp®,Cts? Overview
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Quick answer
Dustin Schick, Mba,Cfp®,Cts is listed as Advisor and Chief Operating Officer at Evergreen Private Wealth at Evergreen Private Wealth, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 303, and a matched LinkedIn profile for Dustin Schick, Mba,Cfp®,Cts.
Dustin Schick, Mba,Cfp®,Cts previously worked as Advisor and Chief Operating Officer at Evergreen Private Wealth and Workplace Planning Consultant at Fidelity Investments. Dustin Schick, Mba,Cfp®,Cts holds Financial Planning Certificate, Financial Planning from New York University.
Company email context
Email format at Evergreen Private Wealth
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*@fidelity.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dustin Schick, Mba,Cfp®,Cts. Compare company email patterns before reaching out.
Profile bio
About Dustin Schick, Mba,Cfp®,Cts
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.
Listed skills include Leadership, Financial Advisory, Presentation Skills, Powerpoint, and 31 others.
Current workplace
Dustin Schick, Mba,Cfp®,Cts's current company
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10 roles
Dustin Schick, Mba,Cfp®,Cts work experience
A career timeline built from the work history available for this profile.
Workplace Planning Consultant
Feb 2020 - Jul 2020
Investment Solutions Representative
Oct 2018 - Feb 2020
Financial Representative Full Trader
Jan 2018 - Oct 2018
Air Medical Consultant
Independent
Apr 2017 - Jan 2018
Director Of Finance And Operations
• 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.
Jan 2014 - Apr 2017
Director Of Process Improvement
• 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.
Aug 2012 - Jan 2014
Financial Analyst
• 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.
Jul 2011 - Jul 2012
Financial Analyst
• 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.
May 2010 - Aug 2010
Real Estate Agent, Graduate Realtor Institute Designation (Gri)
• 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
Dec 2006 - Aug 2009
3 education records
Dustin Schick, Mba,Cfp®,Cts education
Financial Planning Certificate, Financial Planning
New York University
Master Of Business Administration (M.B.A.), Finance
Brigham Young University Marriott School Of Business
Bachelor’S Degree, Business Marketing, Magna Cum Laude Graduate (Top 5%), Four-Time Dean'S List Honoree (Top 5%)
Brigham Young University Marriott School Of Business
FAQ
Frequently asked questions about Dustin Schick, Mba,Cfp®,Cts
Quick answers generated from the profile data available on this page.
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 Evergreen Private Wealth?
Dustin Schick, Mba,Cfp®,Cts is listed as Advisor and Chief Operating Officer at Evergreen Private Wealth at Evergreen Private Wealth.
What is Dustin Schick, Mba,Cfp®,Cts's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Dustin Schick, Mba,Cfp®,Cts at Evergreen Private Wealth.
What is Dustin Schick, Mba,Cfp®,Cts's phone number?
AeroLeads has found 3 phone signal(s) with area code 303 for Dustin Schick, Mba,Cfp®,Cts at Evergreen Private Wealth.
Where is Dustin Schick, Mba,Cfp®,Cts based?
Dustin Schick, Mba,Cfp®,Cts is based in Denver Metropolitan Area, United States while working with Evergreen Private Wealth.
What companies has Dustin Schick, Mba,Cfp®,Cts worked for?
Dustin Schick, Mba,Cfp®,Cts has worked for Evergreen Private Wealth, Fidelity Investments, Independent, Air Methods, and Intel.
How can I contact Dustin Schick, Mba,Cfp®,Cts?
You can use AeroLeads to view verified contact signals for Dustin Schick, Mba,Cfp®,Cts at Evergreen Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Dustin Schick, Mba,Cfp®,Cts attend?
Dustin Schick, Mba,Cfp®,Cts holds Financial Planning Certificate, Financial Planning from New York University.
What skills is Dustin Schick, Mba,Cfp®,Cts known for?
Dustin Schick, Mba,Cfp®,Cts is listed with skills including Leadership, Financial Advisory, Presentation Skills, Powerpoint, Accounting, Working With Clients, Retirement Planning, and Valuation.
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