DAWN E. CLINGAN

Client Relationship Manager
248-689-1550

Dawn has over 17 years of financial services experience, and has been the recipient of numerous awards for her work and her leadership. She is thrilled to be a part of the Portfolio Solutions® team and loves forming enduring relationships with our valued clients.

Prior to joining the Portfolio Solutions® team, she was a Registered Senior Wealth Management Client Associate for a major investment firm specializing in supporting a team of multiple Financial Advisors, spearheading the adaptation of new technology, and developing strong relationships with clients.

Her passion for Servant Leadership – placing the needs of the client and the team before one’s own – makes Dawn a valued teammate for both the Portfolio Solutions® team and the clients she serves.

Dawn also served for three years as a branch manager for a credit union in Japan, coordinating and supervising the overall operations for the branch.

Dawn holds her Series 7 and Series 66 designations, and graduated with Honors from the University of Delaware.
 
Areas of Experience:
⦁    Client Relationship Management
⦁    PS Portal Navigation
⦁    Account Distributions & Contributions
⦁    Custodian Forms
⦁    Account Openings & Transfers
⦁    Financial Industry Operations
⦁    Financial Services Technology