Dawn Brown
Managing Director, Wealth Advisor at Peapack Private Bank and Trust
- Role
- Wealth Advisor at Peapack Private Bank & Trust
- Location
- Summit, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dawn Brown
I am a CERTIFIED FINANCIAL PLANNER® professional. As a Wealth Advisor I am responsible…
Experience
Wealth Advisor
May 2017 — Present · US
As a Wealth Advisor I help clients with financial planning and investment management for their financial lives
Education
Pace University - Lubin School of Business
Certified Financial Planner
Birmingham City University
Accounting
Skills
- Financial Planning
- Wealth Management
- Asset Management
- Investments
- Microsoft Office
- College Planning
- Retirement Planning
- Finance
- Certified Financial Planner
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