SD

Shannon Dowling

Client Service Associate at Truepoint Wealth Counsel

As a member of the client service team, Shannon provides ongoing support to their team of advisors to meet the needs of their clients. Through such tasks as managing custodial relations, opening new accounts, and executing transactions, Shannon loves that she can build relationships with each client she interacts with, making a difference in their lives.


Timeline

  • Client Service Associate

    Current role