Shawn Dunham

About Shawn Dunham

An experienced paraplanner with over 23 years in the investment industry and over 26 years in client services. I hold FINRA Series 7 and 66 licenses, and AZ insurance license. I am a creative problem solver and enjoy positions that will challenge me and keep me on my toes.

Experience

1. Financial Services Specialist

   Charles Schwab

   Aug 2017 — Present · Phoenix, AZ, US

   Assist clients and advisors with managed portfolios, electronically and by phone. Assist clients with investment and client service needs on self-directed accounts by phone. Schedule appointments for clients with our financial planners. Assist clients with automated investing questionnaire and implementing portfolio changes such as asset transfers and rollovers. Problem solve account needs and issues for clients.

Education

• Algonquin Regional High School

  Diploma, Photography, Theater

  1985 — 1989

• Arizona State University

  Bachelor of Arts - BA, Broadcasting

  1989 — 1994

• Rio Salado College

  Certificate, Credit Analysis

  2003 — 2003

• The American College of Financial Services

  Financial Planning

  2005 — 2007

Skills

• Financial Planning
• Microsoft Word
• Team Leadership
• Portfolio Management
• Investment Management
• 401k
• Equities
• Investment Advisory
• Series 66
• Investment Strategies
• Costume Design
• Customer Service
• Radio Broadcasting
• Investments
• Financial Advisory
• Research
• Project Management
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Wealth Management
• Retirement
• Strategic Financial Planning
• Asset Managment
• Broadcast Journalism
• Iras
• Financial Services
• Employee Training
• Voice Over
• Retirement Planning
• Proofreading
• Finra
• Social Media
• Voiceovers
• Relationship Management
• Outlook
• Team Building
• Management
• Etfs