Marie Dawson is a eficient professional, that works in Bny Mellon Wealth Management main office of which is in 4. as a Senior Wealth Manager Fiduciary Specialist since 2019. This expert gained professional experience in more than eight positions at different companies. Marie Dawson went to the Northwestern University and received education there. This person has such qualifications as Certified Trust and Financial Advisor and American Bankers Association Institute of Certified Bankers. Reno, Nevada is the area, where the professional was known to settle. Their e-mail and phone can be easily accessed through this website on demand.
Name variants:
Mary Dawson
Last updated Jun 05, 2024
Contact Information
Last Update
Jul 9, 2022
Email
ma**@micorp.com, md**@whittiertrust.com
Location
Reno, NV
Company
Workplace
Senior Wealth Manager Fiduciary Specialist
New York, NY
Industry
Financial Services
Colleagues
Work History
Senior Wealth Manager Fiduciary Specialist
200 Park Ave, New York, NY 10016
from Jul 2019
Senior Vice President - Client Advisor
1600 Huntington Dr, South Pasadena, CA 91030
Since 1935, we have been helping highly affluent individuals and families accomplish what's important to them by providing expert guidance, superior investment performance and exceptionally ...
Dec 2015 — Jun 2019
Director, Trust and Estate Settlement Services
111 west Monroe St, Chicago, IL 60603
Producing personal trust administrator responsible for administration of 41 Tier I trust relationships with revenue in excess of $1 million.
2012 winner of BMO Harris Platinum Award - Pers...
Jul 2006 — Aug 2013
Managing Director, Vice President and Senior Trust Officer
800 Nicollet Mall, Minneapolis, MN 55402
Apr 2002 — Jul 2006
Trust Team Manager, Vice President and Trust Officer
420 Montgomery St, San Francisco, CA 94129
Aug 1999 — Apr 2002
Senior Trust Administrator
270 Park Ave, New York, NY 10010
Mar 1998 — Aug 1999
Vice President and Team Leader
800 Nicollet Mall, Minneapolis, MN 55402
Aug 1989 — Mar 1998
Occupations
Executive
Manager
Lawyer
Fiduciary
Accountant
Finance and Accounting Specialist
Senior Vice President
Advisor
Operations Manager
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Skills
Estate Planning
Trusts
Trust Services
Financial Services
Strategic Financial Planning
Relationship Management
Tax
FAQs about Marie Dawson
What's the main profession of Marie Dawson?
Marie is a Senior Wealth Manager Fiduciary Specialist.
What are the main profession of The professional?
These person's professions are Executive and Manager
Where does Marie Dawson live?
Marie lives in Reno, Nevada.
What is Marie's email?
The expert's email is ma**@micorp.com and md**@whittiertrust.com.
How many companies did Marie Dawson work at?
Marie Dawson worked at eight jobs.
Where has Marie Dawson studied?
Marie studied at the Northwestern University.
What are the certifications of Marie Dawson?
The expert received the following certifications: Certified Trust and Financial Advisor and American Bankers Association Institute of Certified Bankers.
What is professional industry that Marie Dawson worked in?
Marie works in Financial Services industry.