Dawn Wilson Email & Phone Number
Trust Officer
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Dawn Wilson Location
- Henderson, NV, US
Dawn Wilson Work
- Trust Officer @ Charles Schwab Trust Company (June 2026 - Present)
- Trust Officer @ (February 2025 - June 2026)
- Fiduciary Officer @ (April 2024 - June 2025)
- Trust Officer @ (September 2023 - April 2024)
- Asset Protection Trust Administrator @ (November 2021 - September 2023)
- Office Manager @ Laborers’ Union Local No. 872 (January 2019 - March 2021)
- Vice-President and Account Manager @ (October 2014 - January 2019)
- Vice President @ Marshall & Ilsely Bank (September 2007 - September 2014)
- Community Service Director @ (October 2006 - August 2007)
- Asssitant Vice-President and Relationship Manager II @ Marshall & Ilsely Bank (June 2002 - September 2006)
- Assistant Vice-President and Trust Officer @ (October 2001 - May 2002)
- Master Trust Account Manager and Trust Officer @ Norwest Bank (May 1997 - September 2001)
- Senior Trust Administrator and Operations Specialist @ (December 1990 - March 1997)
Dawn Wilson Education
- College of Southern Nevada
General Studies
1991-1993 - Rancho High School
Diploma
1984-1987
Dawn Wilson Skills
- 401(k) Retirement Savings Plans
- Asset Allocation
- Asset Management
- Banking
- Business Development
- Client Events
- Client Services
- Commercial Banking
- Conferences
- Equities
- Finals Presentations
- Financial Analysis
- Financial Services
- Fixed Income
- In-depth understanding of trust operations and treasury management services.
- Investments
- Management
- Mutual Funds
- Pension Funds
- Portfolio Management
- Regulatory Compliance
- Retirement Planning
- Strategic Planning
- Supports new business development.
- Taft-Hartley Plans
- Training and Mentoring
- Wealth Management
- Supports New Business Development
- Taft Hartley Plans
Dawn Wilson Summary
- Dawn Wilson, based in Henderson, NV, US, is currently a Trust Officer at Charles Schwab Trust Company. Dawn Wilson brings experience from previous roles at Premier Trust, Inc. and Peak Trust Company. Dawn Wilson holds a 1991 - 1993 General Studies @ College of Southern Nevada. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Allocation, Asset Management, Banking, Business Development and more.
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