Dawn Cooper Email & Phone Number
EVP, Consumer, Small and Business Banking Operations @ Wells Fargo
5 free lookup(s).
Dawn Cooper Location
- Irving, TX, US
Dawn Cooper Work
- 2024 -now EVP, Consumer, Small and Business Banking Operations @
- 2024 -2024 Executive Vice President, North American Customer Operations @
- 2022 -2024 Head of North American Customer Operations @
- 2018 -2022 EVP, Service and Operations @
- 2016 -2018 Senior Vice President, Service @
- 2015 -2016 Global Head of Client @
- 2012 -2015 Managing Director, Retail Contact Centers @
- 2008 -2010 Co-Sponsor Contact Center Redesign and Head of Financial Advice and Solutions @
- 2007 -2008 Chief Claims Officer @
- 2007 -2007 Head of New Member Onboarding @
- 2006 -2007 Senior Vice President, Life Sales, Operations and Partnerships @
- 2005 -2006 Senior Vice President Financial Planning Operations @
- 2003 -2005 Vice President Financial Planning Operations @
- 2002 -2003 Assistant Vice President Financial Advice Center @
- 2001 -2002 Executive Director Financial Planning @
- 1989 -2001 Various leadership and sales positions @
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
- Strategic Planning
- 401k
- Investment Advisory
- Sales
- Retirement
- Marketing
- Investments
- Financial Services
- Managerial Finance
- Leadership
- Mutual Funds
- Fixed Annuities
- Budgets
- Life Insurance
- Investment Strategies
- Team Leadership
- Call Centers
- Strategy
- Program Management
- Sales Management
- Securities
- Business Planning
- Process Improvement
- IRAs
- Start-ups
- Management
- Asset Allocation
- Integration
- Financial Analysis
- Operations Management
- Loans
- High Net Worth Individuals
- Banking
- Retail Banking
- Risk Management
- Enterprise Software
- Finance
- Portfolio Management
- Asset Management
- Mortgage Lending
- Social Media
- Start Ups
- Microsoft Word
- Change Management
- Certified Financial Planner
- Business Strategy
- Research
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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