Trey Dowdy
CCO | CFO at Dovetail Financial
- Role
- Chief Compliance & Financial Officer at Dovetail Financial
- Location
- Wilmington, NC, US
- LinkedIn followers
- 500 followers
Experience
Chief Compliance & Financial Officer
Jan 2021 — Present · Wilmington, NC, US
Education
Florida State University
Bachelor of Science, Finance
1992 — 1996
St. Petersburg Catholic High School
Diploma
1990 — 1992
University of North Carolina Wilmington
Masters of Business Administration (MBA)
2015 — 2017
Skills
- 401k
- Series 7
- Retirement Planning
- Relationship Management
- Series 63
- Annuities
- Retirement
- Strategic Financial Planning
- Finance
- Investment Advisory
- Fixed Annuities
- Sales
- Defined Benefit
- Asset Management
- Financial Advisory
- Fixed Income
- Asset Allocation
- Mutual Funds
- Erisa
- Retirement Plan Consulting
- Investments
- Employee Benefits
- Business Process
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