Dakota Schau
Wealth Management Specialist @Farm Bureau Financial Services
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WORK HISTORY
Wealth Management Specialist @Farm Bureau Financial Services
West Des Moines, IA, US
Assist advisors with onboarding, account opening, and client service- Prepare for client meetings with updated financial plans and investment research- Process transactions accurately, including RMDs and annual reviews- Communicate directly with clients, resolving service-related issues- Maintain compliant records
EDUCATION
Iowa State University
Bachelor of Science - BS, Finance, General
Jesuit Dallas
High School Diploma, Finance, General
ABOUT DAKOTA SCHAU
As a student in finance, I possess excellent communication skills that enable me to build…
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