Chief Operating Officer
Current
Feb 2022 - Present
AeroLeads people directory · profile
Gregory Dowler Email & Phone Number
Chief Operating Officer at Choreo, LLC
at
Choreo
1 work email found
@choreoadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operating Officer at Choreo, LLC
Location
Greater Minneapolis-St. Paul Area, United States
Who is Gregory Dowler? Overview
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Quick answer
Gregory Dowler is listed as Chief Operating Officer at Choreo, LLC at Choreo, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at choreoadvisors.com and a matched LinkedIn profile for Gregory Dowler.
Gregory Dowler previously worked as Chief Operating Officer at Choreo and Chief Operating Officer at Rsm Us Wealth Management Llc. Gregory Dowler holds Bachelor'S Degree, Business Administration/Finance from Winona State University.
Company email context
Email format at Choreo
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gdowler@choreoadvisors.com
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Profile bio
About Gregory Dowler
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.
Listed skills include Operations Management, Executive Management, Product Management, Product Development, and 18 others.
Current workplace
Gregory Dowler's current company
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6 roles · 29 years
Gregory Dowler work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer
Rsm Us Wealth Management Llc
Jul 2019 - Feb 2022
Senior Director, Product And Platform Operation
Rsm Us Wealth Management Llc
Nov 2016 - Jul 2019
Director, Product Operations
Rsm Wealth Management Llc
Director, 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.
Sep 2005 - Nov 2016
Director Product Management
Led 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.
2000 - 2005
~5 yrs
Manager, Product Development
Responsible 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.
1998 - 2000
~2 yrs
1 education record
Gregory Dowler education
FAQ
Frequently asked questions about Gregory Dowler
Quick answers generated from the profile data available on this page.
What company does Gregory Dowler work for?
Gregory Dowler works for Choreo.
What is Gregory Dowler's role at Choreo?
Gregory Dowler is listed as Chief Operating Officer at Choreo, LLC at Choreo.
What is Gregory Dowler's email address?
AeroLeads has found 1 work email signal at @choreoadvisors.com for Gregory Dowler at Choreo.
Where is Gregory Dowler based?
Gregory Dowler is based in Greater Minneapolis-St. Paul Area, United States while working with Choreo.
What companies has Gregory Dowler worked for?
Gregory Dowler has worked for Choreo, Rsm Us Wealth Management Llc, Rsm Wealth Management Llc, H&R Block Financial Advisors, and American Express Financial Advisors.
How can I contact Gregory Dowler?
You can use AeroLeads to view verified contact signals for Gregory Dowler at Choreo, including work email, phone, and LinkedIn data when available.
What schools did Gregory Dowler attend?
Gregory Dowler holds Bachelor'S Degree, Business Administration/Finance from Winona State University.
What skills is Gregory Dowler known for?
Gregory Dowler is listed with skills including Operations Management, Executive Management, Product Management, Product Development, Thought Leadership, Strategic Leadership, Operational Efficiency, and Continuous Process Improvement.
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