Rebecca Dawson

Rebecca Dawson Email and Phone Number

President at DAWSON CAPITAL @
Rebecca Dawson's Location
Los Angeles, California, United States, United States
About Rebecca Dawson

Rebecca Dawson is an experienced, independent financial advisor offering personalized wealth and investment management guidance to a select group of individuals, families, and businesses in Southern California and around the country. Her mission is to be a trusted advisor to her clients by partnering with them to identify what is most important in their financial lives while providing tailored solutions to help achieve their goals. Her commitment to this mission is defined by three core principles:1) Consultative Approach2) Personalized Guidance3) Lasting RelationshipsVarious professional and securities licenses held: FINRA Series 53, Series 79, Series 7, Series 22, Series 63, and CA Insurance.

Rebecca Dawson's Current Company Details
DAWSON CAPITAL

Dawson Capital

President at DAWSON CAPITAL
Rebecca Dawson Work Experience Details
  • Dawson Capital
    President
    Dawson Capital May 2019 - Present
    Greater Los Angeles Area
    Risk reduction analysis and management of client portfolios ranging from equities, fixed income, and alternative investments implementing tax planning strategies.Knowledgeable in evaluating factors causing changes in financial markets for a broad range of investment opportunities from equities to real estate ventures.
  • Independent Investment Firm
    Managing Director
    Independent Investment Firm 1995 - 2019
    Consultant with various independent investment firms specializing in Portfolio Analysis and Management, Small Cap Investment Banking, and Institutional Fixed Income.
  • Alex. Brown & Sons, Inc.
    Vice President
    Alex. Brown & Sons, Inc. 1993 - 1995
    Assess and manage the fixed income and equity needs of institutional and retail clients.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 1988 - 1992
    Manage individual brokerage accounts as well as review portfolios for asset allocation. Hosted daily radio stock market show.
  • Painewebber
    Investment Management
    Painewebber 1985 - 1988
    Manage individual brokerage accounts as well as review portfolios for asset allocation. Full service brokerage duties.

Rebecca Dawson Skills

Series 7 Securities Investments Insurance Alternative Investments Series 63 Wealth Management Due Diligence Portfolio Management Equities Finra Asset Allocation Brokerage Strategic Planning Asset Management Securities Regulation Trading Finance

Rebecca Dawson Education Details

Frequently Asked Questions about Rebecca Dawson

What company does Rebecca Dawson work for?

Rebecca Dawson works for Dawson Capital

What is Rebecca Dawson's role at the current company?

Rebecca Dawson's current role is President at DAWSON CAPITAL.

What is Rebecca Dawson's email address?

Rebecca Dawson's email address is du****@****aol.com

What is Rebecca Dawson's direct phone number?

Rebecca Dawson's direct phone number is +131036*****

What schools did Rebecca Dawson attend?

Rebecca Dawson attended The University Of Texas At Austin.

What are some of Rebecca Dawson's interests?

Rebecca Dawson has interest in Cooking, Exercise, Investing, Traveling, Sweepstakes, Electronics, Home Improvement, Diet, Reading, Fitness.

What skills is Rebecca Dawson known for?

Rebecca Dawson has skills like Series 7, Securities, Investments, Insurance, Alternative Investments, Series 63, Wealth Management, Due Diligence, Portfolio Management, Equities, Finra, Asset Allocation.

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  • Rebecca Dawson

    Data Science Student At Uc Berkeley
    San Francisco Bay Area

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