Dawn has been an integral part of the Eagle Plans team for over ten years and a part of the financial industry for over twenty.
She entered the finance field while in college by writing articles related to earnings releases in the news room at Bloomberg. From there, she took her first post college job with Dean Witter (currently Morgan Stanley Dean Witter) as a funds service rep. She has also worked as an account rep. for Concord Advisory Group, Fiserv as an account manager, and Lord Abbett as Operations Manager for the Separately Managed Accounts division.
Dawn started as a part-time employee with Eagle Plans in 2009, and currently serves in an operations capacity; with a focus on performing trades, assisting with account review, and working with annuities and insurance companies to generate illustrations.
Dawn holds her series 7 and 66 licenses.
After graduating from The College of NJ with a major in Finance and minors in International Business and French, and spending time in Jersey City, NJ, Dawn settled into family life in a quintessential small town. She is active in her community with roles in the Girl Scouts, PTO and as a parishioner of St. Francis Cathedral. She has also played a lead role in community sports; serving as a field hockey, softball, and basketball coach. Dawn enjoys cooking and spending time outdoors. She places a high priority on her family time. Sunday dinners are sacred.