Alison Dooher Email & Phone Number
Head of Advisor Services AI and Partner Ecosystem @ Schwab Advisor Services
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Alison Dooher Location
- Denver, CO, US
Alison Dooher Work
- Head of Advisor Services AI and Partner Ecosystem @ (June 2026 - Present)
- Managing Director, Head of AS Wealth Services and Platforms @ (November 2025 - June 2026)
- Managing Director, Head of Digital Advisor Solutions @ (June 2022 - December 2025)
- Managing Director, Head of Digital Advisor Onboarding and Client Servicing @ (June 2021 - July 2022)
- Vice President - Digital Accelerator @ (June 2018 - June 2021)
- Vice President - Digital Advice @ (October 2016 - June 2018)
- Director - Schwab Intelligent Portfolios @ (August 2014 - October 2016)
- Director - New Client Experience @ (April 2012 - August 2014)
- Director, Advisor Conversions @ (August 2008 - April 2012)
- Sr. Project Manager - Institutional Services @ (December 2005 - August 2008)
- Manager - Institutional Equity Trading @ (March 1999 - December 2005)
Alison Dooher Education
- Wharton Executive Education
Securities Industry Institute® (SII) Executive Education Program
2019-2021 - Wake Forest University
Bachelor of Arts (B.A.) (Political Science and Government)
1993-1997
Alison Dooher Skills
- Series 63
- Mutual Funds
- Sales
- Series 7
- Management
- Wealth Management
- RIA Lending
- Advisor Lending
- Securities Backed Lending
Alison Dooher Summary
- Alison Dooher, based in Denver, CO, US, is currently a Head of Advisor Services AI and Partner Ecosystem at Schwab Advisor Services. Alison Dooher brings experience from previous roles at Charles Schwab. Alison Dooher holds a 2019 - 2021 Securities Industry Institute® (SII) Executive Education Program @ Wharton Executive Education. With a robust skill set that includes Series 63, Mutual Funds, Sales, Series 7, Management and more. Alison Dooher has 4 emails and 6 mobile phone numbers on RocketReach.
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