Dennis Shorts
Director - Digital Wealth Offers & Planning | MBA, Financial Services
- Role
- Director - Digital Wealth Offers & Planning at Charles Schwab
- Location
- Englewood, CO, US
- LinkedIn followers
- 500 followers
About Dennis Shorts
Outcome-oriented Wealth Management product and strategy leader with proven success managing diverse teams, innovating on advice delivery, and launching experiences that bring the best of the firm to investors.
Experience
Director - Digital Wealth Offers & Planning
Jul 2018 — Present · Lone Tree, CO, US
Led the end-to-end vision, strategy, design, and implementation for complex wealth management initiatives focused on financial planning and estate planning. Developed multi-year roadmap, managed vendor relationship, drove product evolution, and delivered a strategic deep dive to identify tangible actions to unlock scalability (such as a new data infrastructure approach).Launched multiple significant capabilities including Action Center, an industry-leading capability that closes the gap between planning and doing by automating accountability for advisors and clients.
Education
Texas Christian University
Double B.A., English, Biology
1993 — 1997
Yonsei University
Language Certification, Korean Language
2001 — 2002
Washington University in St. Louis
Master of Business Administration (MBA)
2013 — 2015
Georgetown University
Master of Science (MS), International Relations
2003 — 2005
Skills
- Policy Analysis
- Government
- International Relations
- Strategic Communications
- Program Management
- Defense
- Proposal Writing
- National Security
- Leadership
- Army
- Information Assurance
- Analysis
- Military Operations
- Security Clearance
- Military
- Foreign Policy
- Public Policy
- International Development
- Policy
- Command
- Dod
- Intelligence Analysis
- Counterterrorism
- Operational Planning
- Emergency Management
- Exercises
- Military Experience
- Top Secret
- Crisis Management
- Government Contracting
- Intelligence
- Federal Government
- Interagency Coordination
- International Security
- Organizational Leadership
- Foreign Affairs
- Political Science
- Diplomacy
- Politics
- U.s. Department of Defense
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