Prior to joining Symmetry Wealth, Dawn had spent her career in client service relations at large Fortune 500 organizations delivering diversity, communications and customer service. Sales, marketing and promotions have always centered her career. With her enthusiastic and unique ability to customize her approach to different personalities, Dawn is a natural fit as Symmetry Wealth Advisory Group's Client Services Manager. She has been described as professional, yet genuinely personable, honest, and tactful; she takes on responsibility with a positive, proactive attitude and an acute sense of urgency.
As our primary contact for clients, Dawn is proactive in her approach to assisting our clients when responding to inquiries, scheduling client reviews, or coordinating other important account set-up and maintenance activities.
When not at work, Dawn loves to experiment in the kitchen and spend time with family and friends. She lives in upper Westchester with her husband Michael and their teenaged twins, Michael and Gianna.