Dennis Goodwin Email & Phone Number
Senior Vice President, Wealth Advisor @ GreenUp Wealth
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Dennis Goodwin Location
- Overland Park, KS, US
Dennis Goodwin Work
- 2022 -now Senior Vice President, Wealth Advisor @
- 2014 -2022 Financial Advisor, Private Client Group @
- 2002 -2013 Territory Sales Manager @
- 1995 -2002 Senior Operations Manager @
Dennis Goodwin Education
- Iowa State University - College of Liberal Arts and Sciences
Bachelor’s Degree (Communications)
1981-1986 - University of Illinois Urbana-Champaign
- Northwestern University
School of Professional Studies (CFP® Program)
- College for Financial Planning
Accredited Wealth Management Advisor
- College for Financial Planning
Chartered Mutual Fund Counselor
Dennis Goodwin Skills
- Tax Planning
- Investments
- Process Improvement
- Management
- Hold Series 7
- Series 63
- Series 7
- Strategic Planning
- Financial Analysis
- Retirement Planning
- Sales
- Customer Service
- Team Building
- Public Speaking
- Operations Management
- Business Strategy
- Business Planning
- Financial Services
- Mutual Funds
- Series 6
- Equities
- Asset Management
- Marketing
- Portfolio Management
- Wealth Management
- Contract Negotiation
- Finance
- Fixed Income
- Business Development
- CRM
- Securities
- Coaching
- Relationship Management
- Research
- Financial Planning
- Capital Markets
- Customer Relationship Management (CRM)
- Talent Management
- Employee Relations
- Diversity & Inclusion
- Strategic Human Resource Planning
Dennis Goodwin Summary
- Dennis Goodwin, based in Overland Park, KS, US, is currently a Senior Vice President, Wealth Advisor at GreenUp Wealth. Dennis Goodwin brings experience from previous roles at American Century Investments. Dennis Goodwin holds a 1981 - 1986 Bachelor’s Degree in Communications @ Iowa State University - College of Liberal Arts and Sciences. With a robust skill set that includes Tax Planning, Investments, Process Improvement, Management, Hold Series 7 and more. Dennis Goodwin has 2 emails and 2 mobile phone numbers on RocketReach.
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