Dawn Rutkowski is an accomplished professional with extensive experience in financial services and wellness advocacy. Currently serving as an Institutional Specialist at Charles Schwab since June 2015, Dawn manages relationships with a significant tier of Registered Investment Advisory firms, overseeing 25,672 accounts with approximately $11.2 billion in assets under management. Prior to this, Dawn worked at OppenheimerFunds from May 1998 to the present as a Complex Financial Representative, facilitating complex financial transactions and enhancing productivity for investors and advisors. Additionally, since August 2014, Dawn has been a Wellness Advocate for doTERRA Essential Oil, focusing on health empowerment through natural solutions. Dawn holds a Bachelor of Science in Marketing from the University of Northern Colorado, earned between 1987 and 1992.
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