Payton Dollison
Financial Services & Entrepreneur
- Role
- Investor Services Apprenticeship at Charles Schwab
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Payton Dollison
I am a motivated professional with a diverse background spanning client services, hospitality, financial planning, and entrepreneurship. Whether building relationships with clients, managing a team, or creating an inclusive brand, my focus is always on delivering exceptional service and fostering positive connections. Currently, I am expanding my knowledge in financial services while growing my small business and continuing to shape memorable guest experiences in hospitality. I am passionate about bringing authenticity and purpose to everything I do, and I\'m excited to collaborate with like-minded individuals and organizations who share these values. Professional Background: In my role as a Client Services Intern at Charles Schwab, I am gaining a solid foundation in financial products and services while supporting the team in managing client accounts and ensuring high-quality service. I’m also currently refining my skills as a Guest Experience Agent at The Global Ambassador Hotel, where I focus on creating seamless and positive experiences for every guest. Additionally, as a Small Business Owner of PD-ARCHIVES LLC, I design and market apparel that celebrates diversity and inclusivity, reflecting my passion for social impact and authentic branding. My previous experience as a Guest Experience Supervisor at Caesars Republic Scottsdale helped me develop strong leadership and operational skills, where I worked to enhance guest satisfaction and optimize hospitality services. I’ve also gained hands-on financial expertise through my role as a Financial Advisor Intern at Northwestern Mutual, where I supported clients in their financial planning journeys and learned the intricacies of investment and risk management. Across all my roles, I’ve developed a unique ability to balance client relationships, business operations, and team management, while remaining deeply committed to fostering inclusive and empowering environments. I am excited to continue learning, growing, and contributing to the success of the teams I work with.
Experience
Investor Services Apprenticeship
Sep 2024 — Present · Scottsdale, AZ, US
As a investor services Intern, I will help assist the Client Services team in various tasks related to managing client accounts and providing exceptional customer service. This role will offer me an opportunity to develop a foundational understanding of financial products and services while contributing to the overall client experience.
Education
Arizona State University
Communications
2022 — 2026
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