Erin L. Dunagan Hiner, Mba, Cpa

Erin L. Dunagan Hiner, Mba, Cpa Email and Phone Number

Manager Institutional Strategy and Analytics @ BOK Financial
Albuquerque, NM, US
Erin L. Dunagan Hiner, Mba, Cpa's Location
Albuquerque, New Mexico, United States, United States
Erin L. Dunagan Hiner, Mba, Cpa's Contact Details

Erin L. Dunagan Hiner, Mba, Cpa work email

Erin L. Dunagan Hiner, Mba, Cpa personal email

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About Erin L. Dunagan Hiner, Mba, Cpa

Accomplished finance professional with a demonstrated history of implementing solutions that improve productivity and success. Embraces an entrepreneurial spirit and diversity of thought and brings creative and innovative ideas independently and as part of a team. Excels at building and cultivating relationships.Strategic Planning & Change Management | Business Process Development | Management Consulting | Program Design & Development | Portfolio Management | Project Management & Technology Integrations | Risk Management & Compliance Administration | Financial Planning & Analysis | Relationship Management | Leadership & Supervision

Erin L. Dunagan Hiner, Mba, Cpa's Current Company Details
BOK Financial

Bok Financial

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Manager Institutional Strategy and Analytics
Albuquerque, NM, US
Website:
bokf.com
Employees:
6604
Erin L. Dunagan Hiner, Mba, Cpa Work Experience Details
  • Bok Financial
    Manager Institutional Strategy And Analytics
    Bok Financial
    Albuquerque, Nm, Us
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  • Redw Wealth Management
    Wealth Advisor
    Redw Wealth Management Dec 2022 - Present
    Albuquerque, New Mexico, United States
    View
  • Redw
    Project Manager
    Redw Sep 2018 - Dec 2022
    Albuquerque, New Mexico Area
    Project Manager for Alliance Benefit Group Southwest (ABGSW), a prior affiliate organization of REDW. ABGSW offered Recordkeeping and Third-Party Administration to Plan Sponsors. In my role I was responsible for: Managing the innovation and transformation of processes, identifying opportunities to deploy advanced technologies to achieve strategic initiatives, and focused on integrating automation and analytics to improve operations efficiencies and develop new solutions for clients.
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  • Fidelity Investments
    Compliance Program Manager
    Fidelity Investments Sep 2015 - Jun 2018
    Albuquerque, Nm
    Managed the Enterprise Compliance Reporting Program in a matrix environment, with a focus on improving visibility for executive leaders into the Compliance function, identifying risk, and verifying compliance with regulatory requirements.
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  • Insource Financial Solutions
    Owner, Strategic Management Consultant
    Insource Financial Solutions Aug 2014 - Sep 2015
    Developed business solutions for maximizing business efficiency and improving competitive advantage.
  • Charles Stephen & Co.
    Vice President Wealth Strategies
    Charles Stephen & Co. May 2012 - Jul 2014
    Led the strategic direction of wealth management and investment advisory services and developed business solutions that improved internal efficiencies and client experience.
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  • Ascension Financial Group, Llc
    Financial Strategist
    Ascension Financial Group, Llc Aug 2011 - May 2012
    Managed and designed the wealth management and financial planning program and introduced processes for improving operational efficiencies and client relationships.
  • Erin L. Dunagan, Cpa
    Wealth Management Consultant
    Erin L. Dunagan, Cpa Feb 2011 - Aug 2011
    Reviewed and analyzed business practices and systems and provided solutions aimed at improving operating efficiencies and relationship management.
  • Rbc Wealth Management
    Financial Consultant
    Rbc Wealth Management Jan 2008 - Feb 2011
    Designed and executed an enhanced investment program to include in-depth portfolio analysis for assets under management and led the creation and implementation of a custom Investment Philosophy and structured the portfolio management process to include asset allocation models and adoption of diversification strategies.
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  • Redw Stanley Financial Advisors
    Financial Planning Specialist
    Redw Stanley Financial Advisors Oct 2002 - Jan 2008
    Assisted the Chief Investment Officer with portfolio management and construction, and guided operations staff on efficient performance reporting, review preparation and general account administration.
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  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Mar 1999 - Oct 2002
    Completed the formal training and introductory year of the Financial Advisor entry-level program prior to joining a Senior Advisory team to assist with the conversion of accounts into a managed platform and providing support with operational and account administration tasks.
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Erin L. Dunagan Hiner, Mba, Cpa Skills

Management Consulting Strategic Planning Finance Retirement Planning Strategic Financial Planning Wealth Management Investments Financial Planning Securities Consulting Financial Analysis Market Research Marketing Marketing Strategy Financial Reporting Business Development Business Analysis Business Planning Business Process Improvement Project Planning Event Planning Event Management Program Management Risk Management Entrepreneurship Portfolio Management Leadership Team Leadership Teamwork Supervisory Skills Mentoring Employee Training Training Management Customer Service Relationship Management Compliance Management Events Coordination Microsoft Excel Microsoft Powerpoint Sharepoint Microsoft Office Project Management Financial Advisory Customer Relationship Management Team Building

Erin L. Dunagan Hiner, Mba, Cpa Education Details

Frequently Asked Questions about Erin L. Dunagan Hiner, Mba, Cpa

What company does Erin L. Dunagan Hiner, Mba, Cpa work for?

Erin L. Dunagan Hiner, Mba, Cpa works for Bok Financial

What is Erin L. Dunagan Hiner, Mba, Cpa's role at the current company?

Erin L. Dunagan Hiner, Mba, Cpa's current role is Manager Institutional Strategy and Analytics.

What is Erin L. Dunagan Hiner, Mba, Cpa's email address?

Erin L. Dunagan Hiner, Mba, Cpa's email address is er****@****gsw.com

What schools did Erin L. Dunagan Hiner, Mba, Cpa attend?

Erin L. Dunagan Hiner, Mba, Cpa attended University Of Phoenix, New Mexico State University.

What skills is Erin L. Dunagan Hiner, Mba, Cpa known for?

Erin L. Dunagan Hiner, Mba, Cpa has skills like Management Consulting, Strategic Planning, Finance, Retirement Planning, Strategic Financial Planning, Wealth Management, Investments, Financial Planning, Securities, Consulting, Financial Analysis, Market Research.

Who are Erin L. Dunagan Hiner, Mba, Cpa's colleagues?

Erin L. Dunagan Hiner, Mba, Cpa's colleagues are Lynn Lovat, Pam Wiley, John Wade, Juliane Davis Spinuzzi, Irene Kapaun, Candice Williams, Aap, Aprp, Alyssa V..

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