Ehlers, Inc.

Dawn Lawson, CCM

Dawn Lawson, CCM

Investment Services Analyst/Administrator

(262) 796-6174
dtracy@ehlersinvest.com
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As an Investment Analyst/Administrator with Ehlers Investment Partners, Dawn works closely with other team members and investment professionals to provide analysis and monthly investment reporting for our clients. Prior to joining Ehlers Investment Partners, she worked for 20 years as a treasury management sales consultant for two superregional banks. As a senior calling officer, she assisted clients in the public sector and the corporate sector in designing and implementing efficient collection and disbursement systems. Dawn’s greatest assets to her clients are her experience working with municipalities and school districts, and her knowledge of banking services.

Areas of Expertise

Investment Analysis and Reporting

  • Consolidation of client cash and investment data into one comprehensive report
  • Analysis of average weighted maturity and yield of existing investments
  • Investment inventory reporting

Treasury Management

  • Municipal and Corporate client relationship management
  • Banking services structure
  • Services recommendation
  • Sweep account evaluation/recommendation
  • Domestic and global cash management implementation
  • Fraud exposure analysis
  • Treasury workstation evaluation

Certifications

Certified Cash Manager

Education

  • Bachelor of Science in Business and Economics, University of Wisconsin – Platteville
  • Masters in Business Administration (Finance), University of Michigan

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