Mark Dunn
Branch Manager at Charles Schwab | Greater Phoenix Area
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As the Branch Manager at Charles Schwab, Mark Dunn plays a pivotal role in shaping the financial futures of clients through strategic leadership and a commitment to exceptional service. With a focus on fostering a collaborative environment, Mark leads a dedicated team of Financial Consultants who specialize in wealth management, asset allocation, and college planning. His expertise in investments and strategic financial planning allows him to guide clients through the complexities of their financial journeys, ensuring that their plans are not only clear and relevant but also actionable.
Under Mark's leadership, the branch has undertaken key projects aimed at enhancing client engagement and education. This includes developing tailored workshops and seminars that address pressing financial topics, from retirement planning to investment strategies. Mark is particularly passionate about empowering clients to make informed decisions that align with their long-term goals. His approach combines a deep understanding of market trends with a personalized touch, ensuring that each client feels valued and understood.
Mark’s proficiency in leveraging technology, including tools like Microsoft PowerPoint for presentations, has also been instrumental in streamlining communication and enhancing the client experience. By recruiting top talent and fostering a culture of continuous learning, he ensures that his team is well-equipped to meet the evolving needs of clients in today’s dynamic financial landscape. Ultimately, Mark Dunn’s leadership at Charles Schwab exemplifies a commitment to creating a better financial life for clients, grounded in trust, expertise, and a client-first philosophy.
Branch Manager at Charles Schwab in September 2021 to Present
Assistant Branch Manager, Client Relationship Advisor at Charles Schwab in May 2020 to September 2021
Director Wealth Management/Senior Manager at USAA in November 2015 to May 2020
Director- New Member Solutions at USAA in September 2013 to November 2015
Manager-Wealth Specialists at USAA in November 2003 to September 2013
Agent/Owner at Farmers Insurance in April 2002 to November 2003
Business Owner at Zac Co. D.B.A. Dunn-Rite Assemblies in April 1991 to September 2003
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University of Phoenix, BS/BM, January 2004 to January 2009
Northern Arizona University, College of Business Administration, Bachelor of Business Administration (B.B.A.), January 1990 to January 1992
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Leadership
Microsoft PowerPoint
College Planning
Investments
Asset Allocation
Recruiting
Strategy
Wealth Management
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Discover more about Charles SchwabWhat is Mark Dunn email address?
Email Mark Dunn at [email protected]. This email is the most updated Mark Dunn's email found in 2026.
How to contact Mark Dunn?
To contact Mark Dunn send an email to [email protected]. (updated on January 13, 2024)
What company does Mark Dunn work for?
Mark Dunn works for Charles Schwab
What is Mark Dunn's role at Charles Schwab?
Mark Dunn is Branch Manager
What is Mark Dunn's Phone Number?
Mark Dunn's phone (**) *** *** 940
What industry does Mark Dunn work in?
Mark Dunn works in the Financial Services industry.
Mark Dunn Email Addresses
Mark Dunn Phone Numbers
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