Rebecca Dawson work email
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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.
Dawson Capital
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PresidentDawson Capital May 2019 - PresentGreater Los Angeles AreaRisk 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.
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Managing DirectorIndependent Investment Firm 1995 - 2019Consultant with various independent investment firms specializing in Portfolio Analysis and Management, Small Cap Investment Banking, and Institutional Fixed Income.
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Vice PresidentAlex. Brown & Sons, Inc. 1993 - 1995Assess and manage the fixed income and equity needs of institutional and retail clients. -
Financial AdvisorMerrill Lynch 1988 - 1992Manage individual brokerage accounts as well as review portfolios for asset allocation. Hosted daily radio stock market show. -
Investment ManagementPainewebber 1985 - 1988Manage individual brokerage accounts as well as review portfolios for asset allocation. Full service brokerage duties.
Rebecca Dawson Skills
Rebecca Dawson Education Details
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Magna Cum Laude
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
Obesity Medicine Physician/Family Medicine Physician At Inspira Health NetworkGlassboro, Nj -
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