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Boston 100 Federal Street, 37th Floor Boston, MA 02110
FAX NUMBER: 617-357-9602
Dawn is a trust administrator at CIBC Private Wealth, with over 20 years of industry experience. In this role, she is responsible for the execution of all aspects of trust administration where she applies sound fiduciary expertise adhering to compliance and regulatory practices through dedicated excellence.
Prior to joining CIBC Private Wealth, Dawn served as a trust officer at U.S. Trust, Bank of America Private Wealth management. During her tenure there, she exhibited exceptional competence in all aspects of trust administration and relationship management. Additionally, she acquired significant financial services experience while serving as a senior client services representative at Fidelity Investments.
Dawn attended Johnson and Wales University, majoring in business management. She participated in the executive development program at Bryant University, as well as American Bankers Association courses in pursuit of CTFA certification.
Representing CIBC National Trust Company.
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