Dawn works closely with Ehlers’ Advisory Teams and other investment professionals to provide analysis and monthly performance reporting for our clients. Prior to joining Ehlers, she spent over 20 years as a treasury management sales consultant for two super-regional banks. In that capacity, she advised clients in the public and corporate sectors on the design and implementation of efficient collection and disbursement systems. Dawn’s greatest assets to her clients are her direct experience working with municipalities and school districts, and her extensive knowledge of treasury management and investment banking services.
Areas of Expertise
Investment & Treasury Management
- Client Cash & Investment Data Consolidation
- Average Weighted Maturity Analysis / Yield of Existing Investments
- Investment Inventory Reporting
- Bond Proceeds Cash Management
- Banking Services Structure
- Cash Management Fraud Exposure Analysis
- Sweep Account Evaluations
Licenses & Certifications
Certified Cash Manager
Series 65 License: Uniform Investment Advisor
Education
Bachelor’s Degree in Business & Economics, University of Wisconsin-Platteville
Master’s Degree in Business Administration/Finance, University of Michigan
Community Involvement
Family Promise of Waukesha County – Volunteer
Oconomowoc Food Pantry – Volunteer