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Dawn Willis Location
Findlay, OH, US
Dawn Willis Work
Managing Director, Head of Practice Management and Leadership Development @ (June 2022 - Present)
Director, Team Lead and Practice Management Consultant @ (May 2019 - June 2022)
Director of Practice Management Coaching and Consulting @ (February 2017 - May 2019)
Senior Business Consultant and Relationship Manager @ (January 2016 - February 2017)
Director of Business Consulting @ (April 2015 - December 2015)
Manager of Advisor Practice Management @ (March 2006 - April 2015)
Manager, Wealth Management Support @ (January 1999 - December 2013)
Financial Planning Consultant @ (December 1997 - December 1999)
Recruiter @ (May 1997 - December 1997)
Dawn Willis Education
The University of Texas at Dallas
(Coaching)
2008-2009
Texas Woman's University
Master of Business Administration
2001-2003
University of Central Arkansas
Bachelor of Science (Political Science)
1992-1995
Ouachita Baptist University 1990-1992
Dawn Willis Skills
Program Management
Coaching
Public Speaking
Management
Strategic Planning
Financial Services
Risk Management
Leadership
Business Planning
Financial Analysis
Insurance
Project Management
Process Improvement
Training
Business Strategy
Management Consulting
Leadership Development
Sales Management
Event Management
Marketing Strategy
Business Coaching
Business Consulting
Sales Management Coaching
Leadership Development Coaching
Consulting and Coaching Financial Advisors
Dawn Willis Summary
Dawn Willis, based in Findlay, OH, US, is currently a Managing Director, Head of Practice Management and Leadership Development at Wells Fargo. Dawn Willis brings experience from previous roles at Merrill Lynch, Hd Vest Financial Services and Cetera Advisors LLC. Dawn Willis holds a 2008 - 2009 The University of Texas at Dallas. With a robust skill set that includes Program Management, Coaching, Public Speaking, Management, Strategic Planning and more. Dawn Willis has 1 emails and 3 mobile phone numbers on RocketReach.
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