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Gregory Dowler

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Gregory Dowler

Chief Operating Officer | Choreo

United States

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Gregory Dowler

Summary

Gregory Dowler is an accomplished Chief Operating Officer with over 25 years of experience in the financial services sector, particularly in investment advisory and monetary authorities. He currently leads operations at Choreo, LLC, overseeing a $7 billion investment advisory practice, where he excels in strategic planning and technology platform management. Gregory is recognized for his ability to navigate complex environments and drive change through continuous process improvement. His previous roles include significant leadership positions at RSM US Wealth Management and H&R Block Financial Advisors, where he was instrumental in transforming business models and enhancing operational efficiency. A graduate of Winona State University with a degree in Business Administration and Finance, Gregory combines academic knowledge with practical expertise to deliver results. He is passionate about fostering relationships with key partners like Schwab and Fidelity, ensuring the firm's competitive edge in the market. Gregory's leadership style emphasizes informed decision-making and a collaborative approach to problem-solving.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Gregory Dowler

Work Experience

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Chief Operating Officer at

Choreo

February 2022 - Present

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Chief Operating Officer at

RSM US Wealth Management LLC

July 2019 - February 2022

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Senior Director, Product and Platform Operation at

RSM US Wealth Management LLC

November 2016 - July 2019

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Director, Product Operations at

Rsm Wealth Management

September 2005 - November 2016

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Director Product Management at

Block Advisors

January 2000 - January 2005

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Manager, Product Development at

Ameriprise Financial Services, LLC

January 1998 - January 2000

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Gregory Dowler

Education

Winona State University, Bachelor's Degree

Frequently Asked Questions about Gregory Dowler

What is Gregory Dowler email address?

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

What company does Gregory Dowler work for?

Gregory Dowler is a Chief Operating Officer at Choreo, a company specializing in Monetary Authorities-Central Bank.

Where Gregory Dowler graduated from?

Gregory Dowler holds a degree in Business Administration/Finance from Winona State University.

How can I directly contact Gregory Dowler?

To contact Gregory Dowler directly, you can use the email address **************@choreoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Gregory Dowler?

Gregory Dowler is an accomplished Chief Operating Officer with over 25 years of experience in the financial services sector, particularly in investment advisory and monetary authorities. He currently leads operations at Choreo, LLC, overseeing a $7 billion investment advisory practice, where he excels in strategic planning and technology platform management. Gregory is recognized for his ability to navigate complex environments and drive change through continuous process improvement. His previous roles include significant leadership positions at RSM US Wealth Management and H&R Block Financial Advisors, where he was instrumental in transforming business models and enhancing operational efficiency. A graduate of Winona State University with a degree in Business Administration and Finance, Gregory combines academic knowledge with practical expertise to deliver results. He is passionate about fostering relationships with key partners like Schwab and Fidelity, ensuring the firm's competitive edge in the market. Gregory's leadership style emphasizes informed decision-making and a collaborative approach to problem-solving.

Gregory`s contact details

mail

**************@choreoadvisors.com

Colleagues

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Scott Krowczyk

Managing Director

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Steve Kelley

Managing Director

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Greg Anton

Strategic Advisor

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Greg Blair

Chief Information Officer

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Kimberly Hillyard Cfp

Managing Director & Wealth Advisor

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Nick Bertozzi

Managing Director

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Stephen Smith

Vice President of Business Development

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Joy Parduhn

Managing Director, Advisory Operations

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David English

Chief Financial Officer

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