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Dawn Handler, Cfp® Email & Phone Number

Fiduciary Risk and Compliance Director at Graceful Fiduciary Management
Location: Denver, Colorado, United States 7 work roles 1 school
1 work email found @memberstrust.com 1 phone found area 303 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@memberstrust.com
Direct phone (303) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Graceful Fiduciary Management
Role
Fiduciary Risk and Compliance Director
Location
Denver, Colorado, United States
Company size
50 employees

Who is Dawn Handler, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Dawn Handler, Cfp® is listed as Fiduciary Risk and Compliance Director at Graceful Fiduciary Management, a company with 50 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at memberstrust.com, phone signal with area code 303, and a matched LinkedIn profile for Dawn Handler, Cfp®.

Dawn Handler, Cfp® previously worked as Vice President, Senior Fiduciary Officer at Members Trust Company and Vice President, Trust & Estate Advisor at Comerica Bank. Dawn Handler, Cfp® holds Bachelor Of Arts (B.A.), English/Communications, Cum Laude from Fort Lewis College.

Company email context

Email format at Graceful Fiduciary Management

This section adds company-level context without repeating Dawn Handler, Cfp®'s masked contact details.

*@memberstrust.com
71% confidence

AeroLeads found 1 current-domain work email signal for Dawn Handler, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Dawn Handler, Cfp®

CERTIFIED FINANCIAL PLANNER™ professional with over 25 years experience in the trust and estate services industry, including risk management, trust operations, trust administration, and investment management.

Listed skills include Retirement Planning, Investment Advisory, Strategic Financial Planning, Trust Management, and 6 others.

Current workplace

Dawn Handler, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Graceful Fiduciary Management
Graceful Fiduciary Management
Fiduciary Risk and Compliance Director
Denver, CO, US
Website
memberstrust.com
Employees
50
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Company profile
View company profile Email format
7 roles

Dawn Handler, Cfp® work experience

A career timeline built from the work history available for this profile.

Fiduciary Risk And Compliance Director

Graceful Fiduciary Management

Denver, CO, US

Vice President, Senior Fiduciary Officer

Current
Members Trust Company

Greater Denver Area

Jan 2019 - Present

Vice President, Trust & Estate Advisor

Comerica Bank

Denver, CO

Aug 2008 - Aug 2018

Trust And Investment Advisor

Valley Bank & Trust

Brighton, CO

Oct 2007 - Aug 2008

Retirement Plan Consultant

Charles Schwab

Englewood, CO

Mar 2005 - Oct 2007

Senior Trust Officer

Citizens Trust & Investment Corporation

Farmington, NM

Mar 1993 - May 2004
Team & coworkers

Colleagues at Graceful Fiduciary Management

Other employees you can reach at memberstrust.com. View company contacts for 50 employees →

DS Dylan Sugg, Cfp®, Ctfa, Atfa, Mba Dylan Sugg, Cfp®, Ctfa, Atfa, Mba Colleague at Graceful Fiduciary ManagementRaleigh, North Carolina, United States, United States View → MC Michele Collyer Michele Collyer Colleague at Graceful Fiduciary ManagementUnited States, United States View → AS Andrea Schmidt Andrea Schmidt Colleague at Graceful Fiduciary ManagementRiverview, Florida, United States, United States View → TB T.L. Brown, Jd, Mba T.L. Brown, Jd, Mba Colleague at Graceful Fiduciary ManagementGreensboro--Winston-Salem--High Point Area, United States View → SG Sharon Giuffre, Cfa, Cap Sharon Giuffre, Cfa, Cap Colleague at Graceful Fiduciary ManagementHouston, Texas, United States, United States View → GC Gleisy Cruz Gleisy Cruz Colleague at Graceful Fiduciary ManagementGreater Tampa Bay Area, United States View → ML Meg Loitz Meg Loitz Colleague at Graceful Fiduciary ManagementDenver, Colorado, United States, United States View → AS Autumn Strunk Autumn Strunk Colleague at Graceful Fiduciary ManagementTampa, Florida, United States, United States View → MT Matthew Thompson Matthew Thompson Colleague at Graceful Fiduciary ManagementRiverview, Florida, United States, United States View → RB Raquel Berlanga Raquel Berlanga Colleague at Graceful Fiduciary ManagementSan Antonio, Texas, United States, United States View →
1 education record

Dawn Handler, Cfp® education

  • Fort Lewis College
    Fort Lewis College
    Cum Laude
FAQ

Frequently asked questions about Dawn Handler, Cfp®

Quick answers generated from the profile data available on this page.

What company does Dawn Handler, Cfp® work for?

Dawn Handler, Cfp® works for Graceful Fiduciary Management.

What is Dawn Handler, Cfp®'s role at Graceful Fiduciary Management?

Dawn Handler, Cfp® is listed as Fiduciary Risk and Compliance Director at Graceful Fiduciary Management.

What is Dawn Handler, Cfp®'s email address?

AeroLeads has found 1 work email signal at @memberstrust.com for Dawn Handler, Cfp® at Graceful Fiduciary Management.

What is Dawn Handler, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 303 for Dawn Handler, Cfp® at Graceful Fiduciary Management.

Where is Dawn Handler, Cfp® based?

Dawn Handler, Cfp® is based in Denver, Colorado, United States while working with Graceful Fiduciary Management.

What companies has Dawn Handler, Cfp® worked for?

Dawn Handler, Cfp® has worked for Graceful Fiduciary Management, Members Trust Company, Comerica Bank, Valley Bank & Trust, and Charles Schwab.

Who are Dawn Handler, Cfp®'s colleagues at Graceful Fiduciary Management?

Dawn Handler, Cfp®'s colleagues at Graceful Fiduciary Management include Dylan Sugg, Cfp®, Ctfa, Atfa, Mba, Michele Collyer, Andrea Schmidt, T.L. Brown, Jd, Mba, and Sharon Giuffre, Cfa, Cap.

How can I contact Dawn Handler, Cfp®?

You can use AeroLeads to view verified contact signals for Dawn Handler, Cfp® at Graceful Fiduciary Management, including work email, phone, and LinkedIn data when available.

What schools did Dawn Handler, Cfp® attend?

Dawn Handler, Cfp® holds Bachelor Of Arts (B.A.), English/Communications, Cum Laude from Fort Lewis College.

What skills is Dawn Handler, Cfp® known for?

Dawn Handler, Cfp® is listed with skills including Retirement Planning, Investment Advisory, Strategic Financial Planning, Trust Management, Charitable Trusts, New Business Development, Project Management, and Fiduciary Services.

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