Trey Dowdy work email
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Trey Dowdy personal email
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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."
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Cco | CfoDovetail FinancialWilmington, Nc, Us
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Chief Compliance & Financial OfficerTransitus Wealth Partners Jan 2021 - PresentWilmington, North Carolina, Us -
Chief Financial OfficerAdvisor2X Feb 2010 - Oct 2024
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Vp Of FinanceImod Alloys, Inc Aug 2008 - Feb 2010 -
Western Division ManagerAaxa Discount Mortgage Aug 2002 - Aug 2008Wilmington, Nc, Us -
Financial AdvisorRaymond James Sep 1997 - Aug 2002St. Petersburg, Florida, Us -
Investment RepresentativeT Rowe Price May 1996 - Sep 1997Baltimore, Maryland, Us
Trey Dowdy Skills
Trey Dowdy Education Details
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University Of North Carolina WilmingtonMasters Of Business Administration (Mba) -
Florida State UniversityFinance
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St. Petersburg Catholic High SchoolDiploma
Frequently Asked Questions about Trey Dowdy
What company does Trey Dowdy work for?
Trey Dowdy works for Dovetail Financial
What is Trey Dowdy's role at the current company?
Trey Dowdy's current role is CCO | CFO.
What is Trey Dowdy's email address?
Trey Dowdy's email address is tr****@****tel.com
What is Trey Dowdy's direct phone number?
Trey Dowdy's direct phone number is +191033*****
What schools did Trey Dowdy attend?
Trey Dowdy attended University Of North Carolina Wilmington, Florida State University, St. Petersburg Catholic High School.
What skills is Trey Dowdy known for?
Trey Dowdy has skills like 401k, Mutual Funds, Investments, Fixed Annuities, Strategic Financial Planning, Finance, Retirement Planning, Series 7, Series 63, Employee Benefits, Sales, Relationship Management.
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