Associate Director, Sales Enablement @ (April 2022 - September 2024)
Manager of AIS Training and Development for North America @ (May 2019 - April 2022)
Investment Banking Development, Vice President @ Baird (January 2018 - May 2019)
Instructional Designer @ Robert W. Baird & Co. (June 2015 - January 2018)
Registered Client Relationship Associate @ Robert W. Baird & Co. (February 2007 - June 2015)
Information Technology Help Desk Associate @ Robert W. Baird & Co. (April 2002 - February 2007)
Front Office Training Specialist @ (February 1999 - April 2002)
Dawn Lewis Education
University of Wisconsin Oshkosh
Bachelor’s Degree (Organizational Leadership)
2016-2018
St. Petersburg College
Associate of Arts (AA) (Business/Corporate Communications)
1992-1995
Dawn Lewis Skills
Annual Giving
Broker-Dealer Operations
Brokerage
Business
Business-to-Business (B2B)
Clear Vision
Client Relations
Coaching
Communication
Consultative Selling
Creative Direction
Creative Problem Solving
Customer Service
Customer Service Management
Development Coaching
Development Programs
Employee Learning & Development
Employee Training
Field Marketing
Finance
Financial Advisory
Financial Goals
Financial Planning
Financial Services
Fundraising
Helping Clients
Interpersonal Skills
Investment Management
Investments
Leadership
Management Development
Marketing Budget Management
Negotiation
Presentation Skills
Presentations
Problem Solving
Project Management
Sales Enablement
Sales Processes
Service Implementation
Strategic Accounts
Strategic Planning
Strategic Thinking
Strategic Vision
Subject Matter Experts
Team Management
Training
Training Delivery
Wealth Management
Workable Solutions
Dawn Lewis Summary
Dawn Lewis, based in Milwaukee, WI, US, is currently a Associate Director, PMA Services at Russell Investments. Dawn Lewis brings experience from previous roles at Russell Investments, Baird and Robert W. Baird & Co.. Dawn Lewis holds a 2016 - 2018 Bachelor’s Degree in Organizational Leadership @ University of Wisconsin Oshkosh. With a robust skill set that includes Annual Giving, Broker-Dealer Operations, Brokerage, Business, Business-to-Business (B2B) and more. Dawn Lewis has 2 emails and 2 mobile phone numbers on RocketReach.
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