Gregory Dowler work email
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Gregory Dowler personal email
Responsible for providing strategic leadership, developing and managing a best in class technology platform and leading investment operations for a $7 Billion investment advisory practice. Primary responsibilities include: strategic planning, senior leadership, development and management of our technology platform, systems integrations, systems conversions and management of the operations and project management functions. Maintain direct responsibility for the daily and strategic relationships with Black Diamond, eMoney, Salentica CRM, Schwab Institutional and Fidelity. With over 25 years of industry experience, I have the proven ability to function tactically and strategically in challenging environments and am recognized as a creative and intuitive leader who stresses the importance of making informed and fact-based decisions.
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Chief Operating OfficerChoreo Feb 2022 - PresentMinneapolis, Minnesota, United States -
Chief Operating OfficerRsm Us Wealth Management Llc Jul 2019 - Feb 2022Minneapolis, Minnesota
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Senior Director, Product And Platform OperationRsm Us Wealth Management Llc Nov 2016 - Jul 2019Greater Minneapolis-St. Paul Area
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Director, Product OperationsRsm Wealth Management Llc Sep 2005 - Nov 2016Greater Minneapolis-St. Paul AreaDirector, Product OperationsResponsible for leading the investment operations, technology platform and product management functions for a $6 Billion national investment advisory practice.► Member of senior leadership team for RSM Wealth Management which grew from $800 million to $6 Billion in Assets under Management during my tenure. ► Responsibilities include technology infrastructure design, systems integrations, systems conversions, strategic planning, product enhancements, pricing, product operations, incentive compensation and project management.► Lead team responsible for the maintenance of back office system, client and advisor performance reporting, client billing, held away asset strategy, corporate management reporting, product pricing and policies and procedures.► Primary relationship owner for several external business partners, including Schwab Advisor Services, Fidelity Institutional Wealth Services, eMoney and Black Diamond Performance Reporting.
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Director Product ManagementH&R Block Financial Advisors 2000 - 2005Greater Minneapolis-St. Paul AreaLed five year initiative to develop and implement new products, pricing and capabilities designed to transform a discount transactional business model into a full-service consultative model.► Designed, developed and implemented investment advisory and broker dealer fee-in-lieu brokerage products containing complementary tax preparation services and robust quarterly performance reporting.► Led development of new online product offering which was successfully integrated with existing advisor channel.► Provided leadership to department employees, located in multiple states, responsible for traditional brokerage product management and development, fee-based, investment advisory, insurance, and annuity products. -
Manager, Product DevelopmentAmerican Express Financial Advisors 1998 - 2000Greater Minneapolis-St. Paul AreaResponsible for various aspects of brokerage product management.► Direct responsibilities included the management of product pricing, fees, credit and margin debit interest rates, advisor compensation design, cash management/banking and general product features.► Supported self-directed 401k and institutional workplace platforms, employee stock options, online brokerage, fee-in-lieu and wrap products.
Gregory Dowler Skills
Gregory Dowler Education Details
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Business Administration/Finance
Frequently Asked Questions about Gregory Dowler
What company does Gregory Dowler work for?
Gregory Dowler works for Choreo
What is Gregory Dowler's role at the current company?
Gregory Dowler's current role is Chief Operating Officer at Choreo, LLC.
What is Gregory Dowler's email address?
Gregory Dowler's email address is gr****@****mus.com
What schools did Gregory Dowler attend?
Gregory Dowler attended Winona State University.
What skills is Gregory Dowler known for?
Gregory Dowler has skills like Operations Management, Executive Management, Product Management, Product Development, Thought Leadership, Strategic Leadership, Operational Efficiency, Continuous Process Improvement, Process Improvement, Project Management, Leadership, Strategic Planning.
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Greg Dowler
Monee, Il -
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2 +194085XXXXX
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