Shannon Dowling
Wealth Planning Sr. Associate at Truepoint Wealth Counsel
- Role
- Wealth Planning Sr Associate at Truepoint Wealth Counsel
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Shannon Dowling
I bring deep experience and genuine care to my role as a Wealth Planning Sr. Associate at Truepoint. I build and maintain trusted client relationships through consistent communication, detailed follow-ups, and thoughtful coordination across Truepoint’s specialist teams. I develop and analyze comprehensive financial plans and ensure that each client’s action items are clearly tracked, managed, and completed. With a background in client service, I also bring expert knowledge of account administration, transfers, and asset movement—allowing me to be a key resource for both clients and colleagues. I enjoy exploring Cincinnati’s restaurants and breweries with friends and family. I also love reading and creating through crafts like crochet and stained glass.
Experience
Wealth Planning Sr Associate
Apr 2025 — Present · Cincinnati, OH, US
Education
The Hong Kong Polytechnic University
Bachelor of Business Administration - BBA, Study Abroad Summer 2016
2016 — 2016
University of Cincinnati
Bachelor of Business Administration - BBA, Marketing and International Business
2014 — 2019
Ursuline Academy
High School
2010 — 2014
Northwestern University
Certificate Program in Certified Financial Planner
Johannes Kepler Universität Linz
Bachelor of Business Administration - BBA, Study Abroad Fall 2018
2018 — 2018
Skills
- Social Media
- Connectwise
- Event Planning
- Educational Technology
- Sharpspring
- Teamwork
- Microsoft Powerpoint
- Illustrator
- Microsoft Excel
- Powerpoint
- Salesforce.com
- Microsoft Office Sharepoint Server
- Public Speaking
- Team Building
- Customer Service
- Email Marketing
- Google Adwords
- Microsoft Office
- Bing Ads
- Leadership
- Social Enterprise
- Virtual Reference
- Sharepoint
- Website Building
- Dewey Decimal System
- Social Networking
- Social Media Marketing
- Marketing
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