Karen Dotson Email & Phone Number
Vice President, Acquisitions and Experienced Advisor Transition @ Financial Services Company
Karen Dotson's Location
Maple Grove, MN, US
Karen Dotson's Work
- Vice President, Acquisitions and Experienced Advisor Transition @ Financial Services Company
- Vice President- Global Client Relationships @ Pershing, a BNY Mellon company
- Vice President - Global Client Relationships @ Pershing, a BNY Mellon company
- Account Manager, AVP Global Customers @ Pershing, a BNY Mellon company
- Manager, Franchise Engagement and Implementation @ Financial Services Company
- Region Manager of Implementation @ Financial Services Company
- Operations Manager @ American Express Financial Advisors
Karen Dotson's Education
- Stetson University
BA (Communications)
1988 - 1992 - Rollins College - Crummer Graduate School of Business
Certificate (Human Resource Management)
2001 - 2002 - Minnechaug Regional High School1984 - 1988
Karen Dotson's Skills
- Leadership
- Recruiting
- Training
- Series 7
- Investments
- Relationship Management
- Project Management
- Analysis
- Sourcing
- Coaching
Karen Dotson's Summary
Karen Dotson, based in Maple Grove, MN, US, is currently a Vice President, Acquisitions and Experienced Advisor Transition at Ameriprise Financial Services, LLC, bringing experience from previous roles at BNY Mellon | Pershing and Ameriprise Financial Services, Inc.. Karen Dotson holds a 1988 - 1992 BA in Communications @ Stetson University. With a robust skill set that includes Leadership, Recruiting, Training, Series 7, Investments and more, Karen Dotson contributes valuable insights to the industry. Karen Dotson has 2 emails on RocketReach.
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