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Senior Lecturer of Finance
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Senior 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 at UBS, promoted go Branch Sales Manager and then Mid-Atlantic Regional Wealth Consultant. Developed the 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 to enhance value creation.
MA, SUNY Potsdam
CAGS, Bryant University
MA, Brown University
BA, SUNY Potsdam
Dowling, M. A., Learning Creatively in a Student-Managed Fund, KIE Conference Publications, 2016.
Dowling, M., Inner Feminine and Masculine Archetypes in Finance, .
Dowling, M. A.,Wilson, C. J., The Art of Conscious Investment, .
Dowling, M., The Yoke of Finance, , 2017.
Dowling, M. A.,Shea, R.,Hasseler, T.,Enos, S., Embracing a Creative Praxis: The Creativity Fellows Program at Bryant University, KIE Conference Books, 2015.
Dowling, M.,Shea, R.,Terri, H.,Enos, S., The Creative Mindset: The Bryant University Creativity Fellow Program, The Learner Collection, 2015.
Enos, S.,Dowling, M. A.,Shea, R.,Hasseler, T. A., Embracing a Creative Practice: The Creativity Fellows and Bryant University.” , KIE, 2015.
Innovation Grant Recipient, 2024
Merit Award, 2023
Senior Lecturer, 2022
CTE Fellowship, 2022
Innovation Grant Recipient, 2016
Creativity Fellows - co-Sponsor, 2014
Merit Award for Teaching, 2014
Creativity Fellowship, 2012
Ehrlich Fellowship, 1990
Pi Mu Epsilon Inductee, 1989
Financial Planning Association
Certified Financial Planning Board
Rotary International
American Association of Individual Investors
American Creativity Association
Society for Organizational Learning
Senior Lecturer of Finance