Cory Dawson
2177 S McQueen Rd #1011,AZ
Summary
Accomplished Investment Consultant and Sr. Registered Representative at Charles Schwab, known for exceptional retirement planning and sales proficiency. Excelled in fostering client relationships, enhancing investment strategies, and consistently ranking in the top 10 for revenue growth. Demonstrates unparalleled reliability and professionalism, ensuring compliance and optimizing client portfolio performance.
Overview
17
17
years of professional experience
Work History
Investment Consultant
Charles Schwab & Co
12.2012 - Current
- Developed strong relationships with clients, ensuring trust and confidence in their investment decisions and with opening accounts with Schwab.
- Collaborated with cross-functional teams to identify new business opportunities, increasing overall revenue growth.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all aspects of the role.
- Met and exceeded new asset and advised investing targets consistently and have ranked in the top 10 in the department every year.
Sr. Registered Representative
Charles Schwab & Co
02.2011 - 12.2012
- Served clients investment and trading needs.
- Taught multiple new hire training classes as well as advanced trading classes to registered representatives.
- Exceeded all metrics for client satisfaction and efficient call resolution.
Investment Advisor Representative
Charles Schwab
12.2007 - 04.2010
- Managed a book of clients to pursue sales, gather assets, and increase enrollment in Schwab advisory solutions based on client needs.
- Reviewed portfolio histories and adjusted plans to optimize performance.
- Continuously updated industry knowledge to stay ahead of market trends, enhancing the quality of advice provided to clients.
Education
Business Administration And Management
American River College
Sacramento, CAExercise Science
Arizona State University
Tempe, AZSkills
- Retirement planning
- Investment strategy
- Sales proficiency
- Reliability
- Professionalism
Timeline
Investment Consultant
Charles Schwab & Co
12.2012 - Current
Sr. Registered Representative
Charles Schwab & Co
02.2011 - 12.2012
Investment Advisor Representative
Charles Schwab
12.2007 - 04.2010
Business Administration And Management
American River College
Exercise Science
Arizona State University
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