Amelia Dolan Email & Phone Number
Director, Wealth and Advice Offer Management @ Charles Schwab
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Amelia Dolan Location
- Denver, CO, US
Amelia Dolan Work
- Director, Wealth and Advice Offer Management @ (May 2025 - Present)
- Director, Wealth and Advice Strategy and Business Operations @ (April 2023 - May 2025)
- Senior Manager, Wealth and Advice Product Strategy @ (May 2022 - April 2023)
- Senior Manager, Digital Advice Offer Management @ (August 2019 - May 2022)
- Associate Management Consultant @ (January 2013 - January 2017)
- Business Development @ (January 2012 - January 2013)
Amelia Dolan Education
- UCLA Anderson School of Management
Master of Business Administration - MBA
- UCLA
Bachelor of Arts (B.A.) (Economics, Spanish)
Amelia Dolan Skills
- Asset Management
- Business Development
- Business Strategy
- Customer Service
- Data Analysis
- FinTech
- Insurance
- Market Research
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Project Management
- Report Writing
- Research
- Retail
- Wealth Management
Amelia Dolan Summary
- Amelia Dolan, based in Denver, CO, US, is currently a Director, Wealth and Advice Offer Management at Charles Schwab. Amelia Dolan brings experience from previous roles at Charles Schwab and Patpatia & Associates. Amelia Dolan holds a Master of Business Administration - MBA @ UCLA Anderson School of Management. With a robust skill set that includes Asset Management, Business Development, Business Strategy, Customer Service, Data Analysis and more. Amelia Dolan has 3 emails and 1 mobile phone numbers on RocketReach.
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