Dawn van Blenis
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- Role
- Assistant Financial Representative at Northwestern Mutual
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Dawn van Blenis
I am a former high school mathematics educator with more than 20 years of teaching…
Experience
Assistant Financial Representative
Apr 2024 — Present · Wellesley, MA, US
Assistant Financial Representative to Brian Malone, Financial Advisor. I play a vital role within the team, and I am responsible for a range of tasks that support the Brian\'s work. Responsibilities include:Managing client information, Scheduling and confirming appointments, preparing documentation, processing transactions, assisting in financial planning, gathering client data, handling client inquiries, and coordinating marketing efforts.
Education
Salem State University
Master of Education - MEd
2003 — 2004
University of New Hampshire
Bachelor of Science - BS
1997 — 2001
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