Internal Accounting Specialist
CurrentCreate invoices for tax returns.Assist coworkers in checking invoices created by bill managers.Run billing worksheet reports.
Jan 2023 - Present
AeroLeads people directory · profile
Dawn Charlier Email & Phone Number
Experienced data entry and financial transaction processing specialist.
at
Creative Planning
1 work email found
@crst.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Experienced data entry and financial transaction processing specialist.
Location
Marion, Iowa, United States
Company size
Who is Dawn Charlier? Overview
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Quick answer
Dawn Charlier is listed as Experienced data entry and financial transaction processing specialist. at Creative Planning, a with 631 employees, based in Marion, Iowa, United States. AeroLeads shows a work email signal at crst.com and a matched LinkedIn profile for Dawn Charlier.
Dawn Charlier previously worked as Internal Accounting Specialist at Creative Planning and Lockbox Processor at Cedar Rapids Bank & Trust (Express Employment Professionals). Dawn Charlier holds Certificate, Bookkeeping Computer Certificate from Kirkwood Community College.
Company email context
Email format at Creative Planning
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{first_initial}{last}@crst.com
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AeroLeads found 1 current-domain work email signal for Dawn Charlier. Compare company email patterns before reaching out.
Profile bio
About Dawn Charlier
Dawn Charlier is a Experienced data entry and financial transaction processing specialist. at Creative Planning. She possess expertise in lotus notes, time management, microsoft excel, microsoft word, access and 2 more skills. She is proficient in English.
Listed skills include Lotus Notes, Time Management, Microsoft Excel, Microsoft Word, and 3 others.
Current workplace
Dawn Charlier's current company
Company context helps verify the profile and gives searchers a useful next step.
Creative Planning
6 roles
Dawn Charlier work experience
A career timeline built from the work history available for this profile.
Lockbox Processor
Cedar Rapids Bank & Trust (Express Employment Professionals)
Sorted lockbox checks by payment type.Attached coded batch scanning tickets to lockbox checks for scanning.Keyed and balanced scanned check batches.Met processing deadlines.
May 2022 - Sep 2022
Administrative Specialist
Toyota Financial Services (Workforce Logiq)
Created invoices to refund RTGAP, Lockbox A, and warranty refunds.Reviewed and processed financial change forms to move customer funds as requested.*Due to Toyota's COVID safety measures, everyone worked Remotely From Home (April 2020 - April 2022).
Jun 2018 - Apr 2022
Cashiering Associate
Quickly and accurately booked lockbox funds to customer accounts.State Street Incoming Wires: Balanced spreadsheet. Booked wires to appropriate case numbers.Wells Fargo ACHs: Updated and balanced spreadsheets. Booked ACHs to appropriate case numbers.
Jan 2017 - Jun 2018
Admin Cashier
Toyota Financial Services (Adecco Group)
Reviewed and coded customer payment checks with account number and transaction code.Quickly and accurately applied payment and payoff checks.Scanned, balanced, and deposited checks into the Bank of America (meeting daily deadlines).
May 2015 - Dec 2016
Reference Specialist
Entered new student information in Excel spreadsheets.Contacted former employers by phone and/or fax to verify employment. Entered verified employment information into Tenstreet database.Ran weekly orientation reports from Student Management Tracking System.
Nov 2012 - Feb 2015
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
MN
Mike Nemzek, Cfp®
Colleague at Creative PlanningIrvine, California, United States
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KS
Kathryn Salvatierra
Colleague at Creative PlanningChicago, Illinois, United States
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JP
Jeff Pollard
Colleague at Creative PlanningLees Summit, Missouri, United States
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BA
Bryce Ainslie
Colleague at Creative PlanningOverland Park, Kansas, United States
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BJ
Brigid Jones-Mook, Cfp®
Colleague at Creative PlanningLake St Louis, Missouri, United States
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AH
Amanda Hessler
Colleague at Creative PlanningPrairie Village, Kansas, United States
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AA
Angela Ahlvers
Colleague at Creative PlanningLeawood, Kansas, United States
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PM
Paul Mcardle
Colleague at Creative PlanningOverland Park, Kansas, United States
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EJ
Eric Jones
Colleague at Creative PlanningLees Summit, Missouri, United States
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JS
Jerry Sharkey, Cfp®
Colleague at Creative PlanningOmaha, Nebraska, United States
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Mike Nemzek, Cfp®
Colleague at Creative PlanningIrvine, California, United States
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KS
Kathryn Salvatierra
Colleague at Creative PlanningChicago, Illinois, United States
View →
JP
Jeff Pollard
Colleague at Creative PlanningLees Summit, Missouri, United States
View →
BA
Bryce Ainslie
Colleague at Creative PlanningOverland Park, Kansas, United States
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BJ
Brigid Jones-Mook, Cfp®
Colleague at Creative PlanningLake St Louis, Missouri, United States
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AH
Amanda Hessler
Colleague at Creative PlanningPrairie Village, Kansas, United States
View →
AA
Angela Ahlvers
Colleague at Creative PlanningLeawood, Kansas, United States
View →
PM
Paul Mcardle
Colleague at Creative PlanningOverland Park, Kansas, United States
View →
EJ
Eric Jones
Colleague at Creative PlanningLees Summit, Missouri, United States
View →
JS
Jerry Sharkey, Cfp®
Colleague at Creative PlanningOmaha, Nebraska, United States
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3 education records
Dawn Charlier education
Certificate, Bookkeeping Computer Certificate
Aas, Accounting
Diploma, Legal Secretary
FAQ
Frequently asked questions about Dawn Charlier
Quick answers generated from the profile data available on this page.
What company does Dawn Charlier work for?
Dawn Charlier works for Creative Planning.
What is Dawn Charlier's role at Creative Planning?
Dawn Charlier is listed as Experienced data entry and financial transaction processing specialist. at Creative Planning.
What is Dawn Charlier's email address?
AeroLeads has found 1 work email signal at @crst.com for Dawn Charlier at Creative Planning.
Where is Dawn Charlier based?
Dawn Charlier is based in Marion, Iowa, United States while working with Creative Planning.
What companies has Dawn Charlier worked for?
Dawn Charlier has worked for Creative Planning, Cedar Rapids Bank & Trust (Express Employment Professionals), Toyota Financial Services (Workforce Logiq), Transamerica Retirement Solutions, and Toyota Financial Services (Adecco Group).
Who are Dawn Charlier's colleagues at Creative Planning?
Dawn Charlier's colleagues at Creative Planning include Mike Nemzek, Cfp®, Kathryn Salvatierra, Jeff Pollard, Bryce Ainslie, and Brigid Jones-Mook, Cfp®.
How can I contact Dawn Charlier?
You can use AeroLeads to view verified contact signals for Dawn Charlier at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Dawn Charlier attend?
Dawn Charlier holds Certificate, Bookkeeping Computer Certificate from Kirkwood Community College.
What skills is Dawn Charlier known for?
Dawn Charlier is listed with skills including Lotus Notes, Time Management, Microsoft Excel, Microsoft Word, Access, Microsoft Office, and Software Documentation.
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