Directory

>

Erin Dougherty

avatar

Erin Dougherty

Marketing Research Intern | Charles Schwab

Texas, Austin, United States

View contact details (it's free)

Erin Dougherty

Summary

Erin Dougherty is a seasoned financial consultant with over a decade of experience in the finance industry, currently serving as a VP Financial Consultant at Charles Schwab. She has a rich background in providing tailored financial solutions, having worked with a diverse clientele and maintained a substantial portfolio. Erin is not only adept in investment strategies and wealth management but also excels in relationship building and communication, which are crucial in her role. She holds multiple licenses, including Series 7 and Life Insurance, underscoring her commitment to professional development. Erin is actively involved in mentoring through a national women's group, showcasing her leadership skills and dedication to empowering others. Her international experience as a teaching assistant in France further highlights her adaptability and cultural competency. Fluent in both English and French, Erin is well-equipped to engage with clients from various backgrounds. Her passion for financial literacy and client success drives her to stay updated on industry trends and best practices.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Non-Profit Experience

Erin Dougherty

Work Experience

company logo

Marketing Research Intern at

Omaha Public Power District

November 2009 - September 2010

company logo

Bank representative at

FNBO

September 2010 - August 2011

company logo

Teaching Assistant at

TAPIF - Teaching Assistant Program in France - USA

September 2011 - May 2012

company logo

Field Insurance Agent at

Mutual of Omaha

June 2012 - September 2014

💼

New Account Specialist at

TD Ameritrade

September 2014 - July 2016

💼

Senior Financial Consultant at

TD Ameritrade

July 2016 - Present

company logo

VP financial consultant at

Charles Schwab

October 2020 - Present

Logos provided by Logo.dev

Erin Dougherty

Education

University of Nebraska Omaha, Marketing and French, Business Administration and Management, General, 3.5

January 2005 - January 2010

Frequently Asked Questions about Erin Dougherty

What is Erin Dougherty email address?

Erin Dougherty's primary email address is **************@mutualofomaha.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Erin Dougherty work for?

Erin Dougherty is a Marketing Research Intern at Charles Schwab.

Where Erin Dougherty graduated from?

Erin Dougherty holds a degree in null from University of Nebraska Omaha.

How can I directly contact Erin Dougherty?

To contact Erin Dougherty directly, you can use the email address **************@mutualofomaha.com. Complete contact information is available upon registration with Muraena.

Who is Erin Dougherty?

Erin Dougherty is a seasoned financial consultant with over a decade of experience in the finance industry, currently serving as a VP Financial Consultant at Charles Schwab. She has a rich background in providing tailored financial solutions, having worked with a diverse clientele and maintained a substantial portfolio. Erin is not only adept in investment strategies and wealth management but also excels in relationship building and communication, which are crucial in her role. She holds multiple licenses, including Series 7 and Life Insurance, underscoring her commitment to professional development. Erin is actively involved in mentoring through a national women's group, showcasing her leadership skills and dedication to empowering others. Her international experience as a teaching assistant in France further highlights her adaptability and cultural competency. Fluent in both English and French, Erin is well-equipped to engage with clients from various backgrounds. Her passion for financial literacy and client success drives her to stay updated on industry trends and best practices.

Erin`s contact details

mail

**************@mutualofomaha.com

**************@tdameritrade.com

**************@td.com

Colleagues

avatar
Gerri Martin-flickinger

Senior Leadership

avatar
Ericka Acosta

Personal Banker

avatar
Ken Barnes

Business Owner

Bradley Doebelin

Product Manager

avatar
Kevin Maas

Professional Baseball Player

Kevin Rose

Vice President / Branch Manager

avatar
Danny Williams

Vice President - Financial Consultant

Mark Stillabower

Retail Register Rep

avatar
Julie Beck

VP / Financial Consultant

View Contact details (it's free)
Request Profile Removal