Dawn Cooper Location
Irving, TX, US
Dawn Cooper Work
- 2024 - now EVP, Consumer, Small and Business Banking Operations @ Wells Fargo
- 2024 - 2024 Executive Vice President, North American Customer Operations @ E-Logic Info Tech Ltd
- 2022 - 2024 Head of North American Customer Operations @ E-Logic Info Tech Ltd
- 2018 - 2022 EVP, Service and Operations @ Financial Services Company
- 2016 - 2018 Senior Vice President, Service @ Financial Services Company
- 2015 - 2016 Global Head of Client @ Citi
- 2012 - 2015 Managing Director, Retail Contact Centers @ Citi
- 2008 - 2010 Co-Sponsor Contact Center Redesign and Head of Financial Advice and Solutions @ USAA
- 2007 - 2008 Chief Claims Officer @ USAA
- 2007 - 2007 Head of New Member Onboarding @ USAA
Dawn Cooper Education
- College for Financial Planning
AWMA
2006 - 2006 - St. Mary's University
MBA
1994 - 2002 - College for Financial Planning
CRPC
2001 - 2001
- The American College of Financial Services
CLU
1998 - 1999 - College for Financial Planning
CFP
1995 - 1997 - The American College of Financial Services
ChFC
1991 - 1993 - The University of Texas at San Antonio
BBA (Accounting)
1986 - 1991 - NASD
(Series 7, 63, 24 & Group 1 licenses)
Dawn Cooper Skills
- Strategic Financial Planning
- Series 7
- Wealth Management
- Retirement Planning
- Insurance
- Financial Advisory
- Wealth Management Services
- Financial Planners
- Estate Planning
- Wealth
Dawn Cooper Summary
Dawn Cooper, based in Irving, TX, US, is currently a EVP, Consumer, Small and Business Banking Operations at Wells Fargo. Dawn Cooper brings experience from previous roles at TD and Ameriprise Financial Services, Inc.. Dawn Cooper holds a 2006 - 2006 AWMA @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Series 7, Wealth Management, Retirement Planning, Insurance and more. Dawn Cooper has 2 emails and 1 mobile phone numbers on RocketReach.
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