Dawn Phillips

Experience

• 

  PNC

  Jul 2010 - Sept 2011

  Licensed Financial Services Consultant

  In this position, I acted as a client relationship manager, mining leads for the Financial Advisor from customers who frequented the bank and looking for leads via client accounts and requests.

• 

  Vision Financial

  Sept 2011 - Oct 2013

  Financial Advisor, Branch Office Administrator

  As the Branch Office Administrator, I communicated frequently with Vision Financial clients on a multitude of administrative matters, executing portfolio trades, and managing various business systems and processes. I also met with my own clients helping them identify cost effective and consistent investment options for their portfolios.

• 

  Hilliard Lyons

  Oct 2013 - Oct 2014

  Financial Consultant

  Through the process of discovery, analysis, and presentation, I will help you develop a road map, a flexible financial strategy. That strategy will be designed to minimize risk and maximize your financial potential, and can be changed if need be in the future to adapt to your life goals with ongoing monitoring. Specialties: Retirement Planning, asset allocation, cash flow analysis, investment recommendations and professional account management for individual investors.

• 

  ESI Financial

  Oct 2014 - now

  Investment Advisor Representative, Administrative Assistant
• 

  Keller Williams Real Estate

  Jul 2017 - now

  Buyers Agent