Trey Dowdy Email & Phone Number

Trey Dowdy is a CCO | CFO at Dovetail Financial. He possess expertise in 401k, mutual funds, investments, fixed annuities, strategic financial planning and 18 more skills. Colleagues describe him as "Trey was a great client to work with on the ReKon project. He provided lots of insight and made it very easy to support me on the sales business process for his team. He was friendly and supportive all along the way. I look forward to continuing our partnership together as ReKon continues to grow their business. I would highly recommend their services and solution to any organization looking to expand their practice management business.", "Trey brought a great financial planning perspective to mortgage lending and became one of the most knowledgeable and respected loan officers within AAXA Mortgage. His attention to detail and financial acumen enabled him to provide the highest levels of service to his clients. Trey brings a high level of professionalism, work ethic, and a positive attitude to the workplace that fosters a cohesive and productive unit.", and "Trey Dowdy thinks like a business owner and takes pride in everything he does. Few people have the confidence and integrity to challenge or disagree with a CEO on a regular basis. Trey is one of the few, and that is one of many reasons he is indispensable to our team. Trey's ability to see all of the moving parts in a business and keep track of multiple projects is exceptional. He has a rare combination of relational skills and intelligence. Trey can connect with anyone, from PhDs to little children. People naturally gravitate to him because he is genuine, empathic, and warm. Time and time again he makes selfless decisions for the benefit of others or the company. He is a blessing to everyone he is around, and I am fortunate to know and work with him."

Listed skills include 401K, Mutual Funds, Investments, Fixed Annuities, and 19 others.