As Operations Manager, Dawn’s day-to-day activities include trading, cashiering, all aspects of client service, firm-level accounting and HR, as well as firm compliance.  She has been a part of the team since 2012 when Fiduciary Financial Partners was formed.  Her career spans more than 30 years in the banking and finance world. 

 

Dawn also is a FINRA Series 65 Registered Investment Advisor Representative. 

 

When Dawn’s away from the office, she enjoys taking walks and doing agility training with her dogs.

 

In Her Own Words:
“My motto is to treat others as I would want to be treated.”