Dawn joined Clearstead in 2024 and is responsible for scheduling client meetings, booking travel arrangements, and ensuring the timely shipment of Institutional clients’ quarterly performance reports and presentations.

Prior to joining Clearstead, Dawn worked for PNC Bank as a Sales and Service Administrator on the Wealth Management/Hawthorn team.   She has held many customer service positions throughout her years at PNC and in the business world.  Dawn attended Kent State University and holds an Associates of Arts Degree in Business from Western International University.  In 2006 she was an Advisory Board member at the Ohio Business College.