Client Relationship Manager

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