Dawn joined Seide Financial Group in 1998 and is the Director of Client Services for Seide Financial Group. She holds FINRA Series 6 and 63 securities registrations and life/health/disability insurance licenses. She earned a BFA in both interior design and art history from James Madison University.
In this role, she oversees all aspects of office and facility management, assists Steve, Todd, and Michael in preparing for client meetings, handles pre-/post-meeting paperwork, and maintains all client activities and files. Additionally, she assists in trade execution, opening new accounts, and supervises the office compliance and licensing. If you have any questions about a particular office procedure/process, Dawn is the person to contact.
Dawn loves working with our clients to help them achieve their goals and make processes easier. She lives in Glenmoore, Pennsylvania, with her husband, Pete, and their children, Casey and JT. In her free time, she enjoys travel, sports, various arts/crafts, and yoga.