Karen Dotson Email & Phone Number
Vice President - Operations | Acquisitions and Money Movement Transactions and Document Operations @ Financial Services Company
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Karen Dotson Location
- Minneapolis, MN, US
Karen Dotson Work
- 2025 -now Vice President - Operations | Acquisitions and Money Movement Transactions and Document Operations @
- 2019 -2025 Vice President, Acquisitions and Experienced Advisor Transition @
- 2016 -2019 Vice President- Global Client Account Management Manager @
- 2014 -2016 Vice President - Global Client Relationships @
- 2010 -2014 Account Manager, AVP Global Customers @
- 2008 -2009 Manager, Franchise Engagement and Implementation @
- 2005 -2008 Region Manager of Implementation @
- 1997 -2005 Operations Manager @ American Express Financial Advisors
Karen Dotson Education
- Crummer Graduate School of Business at Rollins College
Certificate (Human Resource Management)
2001-2002 - Stetson University
BA (Communications)
1988-1992
Karen Dotson Skills
- Leadership
- Recruiting
- Training
- Series 7
- Investments
- Relationship Management
- Project Management
- Analysis
- Sourcing
- Coaching
- Strategic Planning
- Onboarding
- Sales
- Outsourcing
- Human Resources
- Business Planning
- Marketing
- Succession Planning
- Account Management
- Interviews
- Implementation Planning
- P&L Management
- Mentoring
- Contracts
- Managed Investments
- Series 63
- Coaching & Mentoring
- Series 24
- Business Analysis
- Coaching and Mentoring
Karen Dotson Summary
- Karen Dotson, based in Minneapolis, MN, US, is currently a Vice President - Operations | Acquisitions and Money Movement Transactions and Document Operations at Ameriprise Financial Services, LLC. Karen Dotson brings experience from previous roles at Ameriprise Financial Services, LLC and BNY Mellon | Pershing. Karen Dotson holds a 2001 - 2002 Certificate in Human Resource Management @ Crummer Graduate School of Business at Rollins College. With a robust skill set that includes Leadership, Recruiting, Training, Series 7, Investments and more. Karen Dotson has 2 emails and 1 mobile phone numbers on RocketReach.
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