Dawn Clifford
SVP, Advanced Planning and Client Solutions
- Role
- SVP, Advanced Planning and Client Solutions at Lenox Advisors
- Location
- Long Beach, NY, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
SVP, Advanced Planning and Client Solutions
Oct 2023 — Present · New York, NY, US
Education
Ohio Northern University—Claude W. Pettit College of Law
Doctor of Law - JD
Bowling Green State University
Bachelor of Arts (B.A.)
Ohio Northern University—Claude W. Pettit College of Law
Doctor of Law (JD)
Skills
- Wealth Preservation Planning
- Charitable Gift Planning
- Fixed Annuities
- Advanced Marketing
- Variab
- Business Planning
- Series 6
- Life Insurance
- Retirement Planning
- Variable Life
- Estate Planning
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