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Dawn Flaherty Email & Phone Number

Head of "Make It Happen"
Location: Carlsbad, California, United States 27 work roles 4 schools
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Role
Head of "Make It Happen"
Location
Carlsbad, California, United States

Who is Dawn Flaherty? Overview

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Dawn Flaherty is listed as Head of "Make It Happen" based in Carlsbad, California, United States. AeroLeads shows a matched LinkedIn profile for Dawn Flaherty.

Dawn Flaherty previously worked as Founder and Managing Partner at Luxlead Partners and Financial Specialist at Bankers Life. Dawn Flaherty holds Certified Professional Coach, Business Development, Executive Self Mastery from Institute Of Professional Excellence In Coaching.

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Profile bio

About Dawn Flaherty

Welcome to a Herwealth Collective, a community dedicated to transforming how women approach their finances. I'm Dawn Flaherty, and I specialize in guiding women toward financial independence and confidence.With a background in Executive Coaching, Health, Life and Disability Insurance and Public Speaking, , I am passionate about demystifying financial concepts and strategies. My mission is to equip women with the knowledge and tools needed to make informed financial decisions, build wealth, and achieve their financial goals.What I Offer:🔹 Personalized Financial Coaching: Tailored advice and strategies to suit your unique financial situation.🔹 Workshops & Seminars: Interactive sessions covering budgeting, investing, retirement planning, and more.🔹 Educational Resources: Access to guides, articles, and tools designed to enhance your financial literacy.🔹 Community Support: Join a network of like-minded women committed to mutual growth and success.I use my degree in Electrical Engineering in every area of her life as it taught her that all problems can be solved with the right approaches, resources , commitment and consistency.

27 roles · 41 years

Dawn Flaherty work experience

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

Head Of "Make It Happen"

Carlsbad, Ca, Us

Founder And Managing Partner

Luxlead Partners

Carlsbad, Ca, Us

Financial Specialist

Chicago, Illinois, Us

As a seasoned financial professional, I bring years of expertise and a proven track record in the industry. With a strong background in finance and a deep understanding of market dynamics, I have successfully guided clients through various financial challenges and helped them achieve their financial goals. I specialize in providing comprehensive insurance planning services, including investment management, retirement planning, estate planning, and risk management. My approach is client-centric, and I prioritize building long-term relationships based on trust and mutual understanding. I am committed to delivering personalized solutions tailored to each client's unique needs and objectives. With a passion for financial education, I strive to empower individuals to make informed decisions and take control of their financial future.

Insurance Producer

Clearwater, Fl, Us

As an independent insurance broker specializing in Medicare, my goal is to help individuals find the right Medicare coverage that meets their unique needs. With extensive knowledge of the Medicare program, I provide personalized guidance and support to ensure my clients have a comprehensive understanding of their options. I work closely with reputable insurance carriers to offer a wide range of plans, including Medicare Advantage, Medicare Supplement, and Prescription Drug plans. My priority is to simplify the complex world of Medicare and empower my clients to make informed decisions about their healthcare coverage.

May 2024 - Jun 2024

Independent Insurance Broker

Self-Employed
Jul 2023 - May 2024

Licensed Insurance Agent

New York, New York, Us

I'm passionate about the financial markets and even MORE passionate about teaching clients (YOU) how to make informed decisions based on your risk tolerance, needs and goals.I operate from a foundation of COMPLETE TRANSPARENCY so you build wealth while enjoying a relationship based on trust and a commitment to ethical standards.Knowing how your money can work for you is the greatest gift you can give yourself so reach out if you're interested in experiencing a new standard of wealth advisory!

Nov 2023 - Jan 2024

Owner

Dawn D Inc

Dawn D Inc. works with business leaders who want to tap into their talents in a bigger way and expand their influence. Our seminars, speaking engagements, coaching relationships and retreats are designed to help people perform at their best on a daily basis. We collaborate with leaders to design practical, effective and relevant systems and tools along with implementation strategies to align their people practices with their business results.We're based out of San Diego, CA and New York, NY with service areas being Southwestern USand Northeast US.

Apr 2022 - Nov 2023

Career Advisor And Coach For Solo Entrepreneurs And Small Business

Dawn D Inc

Real estate sales trainer and marketing expert.

May 2011 - Nov 2023

Engagement Catalyst, Team Trust Builder

Dawn D Inc
Sep 2009 - Nov 2023

Engagement Catalyst, Team Trust Builder

Dawn D Inc
Sep 2009 - Nov 2023

Executive Vice President Of Sales

Chino Hills, California, Us

Roos Advisors works with teams through increasing profitability by driving scalability, efficiency, sales pipeline growth and enhanced communication. We are leadership experts and small business development experts.

Mar 2022 - Nov 2023

Founder, Courageous Trader™

Courageous Trader™

Courageous Trader™ is a mentoring program for people who want to live life to it's fullest by making their money work for THEM as opposed to continuing to work to make money.I host a monthly workshop called "So You Want To Be a Trader" where I teach my technique and where you get acquainted with my members and hear what they've been able to do by employing these techniques. Go to http://courageoustrader.com to register for the upcoming event.

Jun 2021 - Nov 2023

Presenter

Sales Catalyst And Instructor

I wake up inspired adults so they become more self directed with their personal finances. Top performing presenter/ selling from the stage professional.

Dec 2016 - Nov 2023

Sales Coach/ Executive Leadership Expert

London, Gb

Creator of "Simplified Selling" system. Coached over 3,000 real estate agents and other entrepreneurs in how to realize more success through authenticity.

Aug 2009 - Nov 2023

Co-Founder

Options For Wealth

I work with purpose-driven professionals on becoming financially literate so they can maximize their profitability, increase their growth and protect their hard earned assets without having to pay someone else to lose their money for them.I do this through virtual group investing mastermind meet-ups. My introductory workshops are free at http://optionsforwealth.com

Jan 2020 - Jun 2021

Advisor

San Rafael, Ca, Us

If you are ever seeking business advice you can request a meeting with me through my profile on AdvisoryCloud at https://www.advisorycloud.com/profile/Dawn-Doherty

Aug 2019 - Jan 2020

Vp Strategic Development

New York, Ny, Us

I joined this high performance startup as the first member of the executive team after the founders with a mandate to build out the team and deliver significant marketing and customer engagement deliverables. Responsibilities included the following:• Managed the strategic development of both the software engineering and sales teams in terms of continuing professional development and training for all staff.• Conceptualized a franchise business model to secure a strong future sales pipeline and accelerate growth.• Established and maintained strong working relationships with advertisers and other revenue generating clients to drive advertising sales for the company.• Provided oversight for the brand creation web design process to deliver a cohesive marketing platform.• Coached team members on the emerging necessity to leverage social media as a competitive advantage across all areas of the business.Some examples of my achievements in this role include the following:• Built valuation from 2.5MM to 50MM sale to Zillow.• Project-managed the expansion of advertising revenue from $0 to $2.5 million within one year.• Designed and developed a marketing strategy which delivered a 3.5x increase in page views.

Feb 2007 - May 2011

Sales Associate

New York, Ny, Us

* Opened New Development site. Managed sales process, builder expectations and reporting.* Lead competitive analysis effort and pricing recommendation for $240MM project.* Suggested marketing initiatives to revitalize sales and implemented ideas.* Exceptional close ratio performance in challenging market.

Mar 2006 - Feb 2007

Sr National Account Manager

Pacific Broadband

* Product- head end and cable modem equipment which supported cable carriers in offering high speed data services* Lead product awareness campaign and encouraged reservation orders for forthcoming technology

Oct 2000 - Sep 2001

Sr Account Manager

Us

* Introduced equipment to cable operators which supported a business case for a new revenue stream;* Developed business models which demonstrated increased revenue streams with high speed data service offerings;* Part of successful team that landed the account which supported Com21 going public in the financial community

Nov 1997 - Aug 1999

Nat Acct Mnge

Winstar Communications

Telecommunications sales

1996 - 1997 ~1 yr

National Account Manager

Us

* Sold large Fortune 50 corporations on wireless access solution to their corporate "A" level buildings;* Commercial real estate experience in negotiating "roof rights" for carrier antennas.

Aug 1995 - Sep 1996

National Account Manager

Auckland, Nz

Telecommunications sales

1994 - 1995 ~1 yr

National Account Manager

Mci

Basking Ridge, Nj, Us

*Global National account manager for top financial firms (Wall Street);*Negotiated multi year commitment contracts for data and voice services.

1990 - 1994 ~4 yrs

National Account Manager

Dallas, Tx, Us

Telecommunications sales

1986 - 1990 ~4 yrs
4 education records

Dawn Flaherty education

Certified Professional Coach, Business Development, Executive Self Mastery

Institute Of Professional Excellence In Coaching

Bachelor Of Applied Science (B.A.Sc.), Electrical, Electronics And Communications Engineering

Stevens Institute Of Technology

Bsee, Electrical Engineering

Stevens Institute Of Technology

Business Advisory And Consulting

Wiley Authorized Partner Everything Disc® And Five Behaviors Of A Cohesive Team
FAQ

Frequently asked questions about Dawn Flaherty

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What is Dawn Flaherty's role at their current company?

Dawn Flaherty is listed as Head of "Make It Happen".

Where is Dawn Flaherty based?

Dawn Flaherty is based in Carlsbad, California, United States.

What companies has Dawn Flaherty worked for?

Dawn Flaherty has worked for Luxlead Partners, Bankers Life, Amerilife, Self-Employed, and New York Life Insurance Company.

How can I contact Dawn Flaherty?

You can use AeroLeads to view verified contact signals for Dawn Flaherty, including work email, phone, and LinkedIn data when available.

What schools did Dawn Flaherty attend?

Dawn Flaherty holds Certified Professional Coach, Business Development, Executive Self Mastery from Institute Of Professional Excellence In Coaching.

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