Dustin Schick, Mba,Cfp®,Cts

Dustin Schick, Mba,Cfp®,Cts Email and Phone Number

Advisor and Chief Operating Officer at Evergreen Private Wealth @ Evergreen Private Wealth
Dustin Schick, Mba,Cfp®,Cts's Location
Denver Metropolitan Area, United States, United States
Dustin Schick, Mba,Cfp®,Cts's Contact Details

Dustin Schick, Mba,Cfp®,Cts work email

Dustin Schick, Mba,Cfp®,Cts personal email

Dustin Schick, Mba,Cfp®,Cts phone numbers

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.

Dustin Schick, Mba,Cfp®,Cts's Current Company Details
Evergreen Private Wealth

Evergreen Private Wealth

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Advisor and Chief Operating Officer at Evergreen Private Wealth
Dustin Schick, Mba,Cfp®,Cts Work Experience Details
  • Evergreen Private Wealth
    Advisor And Chief Operating Officer
    Evergreen Private Wealth Jul 2020 - Present
    Greenwood Village, Colorado, Us
  • Fidelity Investments
    Workplace Planning Consultant
    Fidelity Investments Feb 2020 - Jul 2020
    Boston, Ma, Us
  • Fidelity Investments
    Investment Solutions Representative
    Fidelity Investments Oct 2018 - Feb 2020
    Boston, Ma, Us
  • Fidelity Investments
    Financial Representative Full Trader
    Fidelity Investments Jan 2018 - Oct 2018
    Boston, Ma, Us
  • Independent
    Air Medical Consultant
    Independent Apr 2017 - Jan 2018
  • Air Methods
    Director Of Finance And Operations
    Air Methods Jan 2014 - Apr 2017
    Greenwood 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.
  • Air Methods
    Director Of Process Improvement
    Air Methods Aug 2012 - Jan 2014
    Greenwood 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.
  • Intel
    Financial Analyst
    Intel Jul 2011 - Jul 2012
    Santa 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.
  • Air Methods
    Financial Analyst
    Air Methods May 2010 - Aug 2010
    Greenwood 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.
  • Century 21®
    Real Estate Agent, Graduate Realtor Institute Designation (Gri)
    Century 21® Dec 2006 - Aug 2009
    Madison, 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

Leadership Financial Advisory Presentation Skills Powerpoint Accounting Working With Clients Retirement Planning Valuation Teaching Start Ups Financial Modeling Data Analysis Forecasting Investments Competitive Analysis Finance Process Improvement Strategic Planning Asset Allocation Strategy Financial Services Business Planning Microsoft Excel Marketing Cross Functional Team Leadership Training Financial Analysis Decision Making Business Process Improvement Budgets Business Strategy Management Analytical Skills Client Focus Analysis

Dustin Schick, Mba,Cfp®,Cts Education Details

  • New York University
    New York University
    Financial Planning
  • Brigham Young University Marriott School Of Business
    Brigham Young University Marriott School Of Business
    Finance
  • Brigham Young University Marriott School Of Business
    Brigham Young University Marriott School Of Business
    Four-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.

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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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