George Dowdle
Dcio Internal Wholesaler @Raymond James Investment Management
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WORK HISTORY
Dcio Internal Wholesaler @Raymond James Investment Management
St. Petersburg, FL, US
Support DC advisors, analysts, aggregators, and recordkeepers in evaluating investment options and building stronger retirement plan lineups across the defined contribution space.Prospect and develop new relationships using RPAG, NAPA, and BrightScope while coordinating territory coverage and meeting schedules with external wholesalers.Provide value‑add support through benchmarking reports, product guidance, and connecting advisors with Portfolio Specialists for investment reviews.Maintain consistent advisor engagement by following up on activity, assisting with inquiries, and ensuring they have the resources needed to evaluate our strategies effectively.
EDUCATION
Oberlin College
Economics
University of Miami Herbert Business School
Bachelor of Business Administration - BBA, Finance, General
University of Miami
Art/Art Studies, General
ABOUT GEORGE DOWDLE
For disclosure information, visit: Carillon Fund Distributors, Inc. Member FINRA
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