Director Of Wealth Management
Current
Sep 2023 - Present
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Dawn Asis Email & Phone Number
Director of Wealth Management
at
SageMint Wealth
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Director of Wealth Management
Location
Dana Point, California, United States
Who is Dawn Asis? Overview
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Quick answer
Dawn Asis is listed as Director of Wealth Management at SageMint Wealth, based in Dana Point, California, United States. AeroLeads shows a matched LinkedIn profile for Dawn Asis.
Dawn Asis previously worked as Vice President, Quality, Training and Development at Goldman Sachs and Director of Development and Training at Goldman Sachs. Dawn Asis holds Bachelor Of Science - Bs, Business Administration from Pepperdine University.
Company email context
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SageMint Wealth
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Profile bio
About Dawn Asis
Accomplished finance professional with a strong background developing staff and implementing training programs across various departments and roles. Extensive experience in the financial services industry servicing high net worth individuals with an emphasis in financial planning and tax. Proven ability to manage people and teams with a focus on professional and career development.
Current workplace
Dawn Asis's current company
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5 roles
Dawn Asis work experience
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Vice President, Quality, Training And Development
I coordinated and developed training programs and materials for new and existing analysts related to financial planning and tax. I worked closely with management teams on the onboarding process and to also track their associates' progression through training requirements in order for them to successfully perform their jobs. I delivered both technical and.
Jul 2020 - Mar 2023
Director Of Development And Training
I managed a staff of approximately 45 analysts. In this role, I coordinated their training, provided feedback and assisted them with career development. I also wrote and delivered performance reviews. I worked directly with the management team on recruiting, staffing allocations, compensation decisions and employee relation issues. I was a resource for.
Nov 2007 - Jul 2020
Financial Planner
I worked on an advisor team servicing high net worth individuals and corporate executives. I prepared complex tax returns as well as financial exhibits.
Jul 1998 - Nov 2007
Engagement Management Coordinator
In this role, I helped establish new client engagements and maintained client data.
Jul 1997 - Mar 1998
1 education record
Dawn Asis education
FAQ
Frequently asked questions about Dawn Asis
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What company does Dawn Asis work for?
Dawn Asis works for SageMint Wealth.
What is Dawn Asis's role at SageMint Wealth?
Dawn Asis is listed as Director of Wealth Management at SageMint Wealth.
Where is Dawn Asis based?
Dawn Asis is based in Dana Point, California, United States while working with SageMint Wealth.
What companies has Dawn Asis worked for?
Dawn Asis has worked for Sagemint Wealth, Goldman Sachs, and Ey.
How can I contact Dawn Asis?
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What schools did Dawn Asis attend?
Dawn Asis holds Bachelor Of Science - Bs, Business Administration from Pepperdine University.
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