Maura Ann Dowling
Lecturer, Finance, B.A., M.A. Potsdam College (SUNY); M.A. Brown University. Certified Financial Planner and wealth consultant in industry as well as private practice. Experimenting with value-creation in client work that involves "client best interest" which means providing second opinions on products and strategies that others "sell" to clients. Began as financial advisor in major firm (UBS) then worked on wealth management model for entrepreneurial families at a large regional CPA firm (DiSanto Priest). Product placement and assets-under-management create conflict-of-interest with typical business models - my work is to reevaluate this.
MA, SUNY Potsdam
CAGS, Bryant University
MA, Brown University
BA, SUNY Potsdam