Est. at Carterwood: 2010
Role: Dawn is responsible for work planning for our advisory department, ensuring that as many as 30 reports are concurrently researched, written and proofed in time to meet client deadlines. She also assists in the preparation of all client reports and documentation and contributes to the management of our financial and CRM systems.
Background: Dawn joined Carterwood in 2010, when the team was just ten-strong and has undertaken most administrative tasks within the company over her time here. She took on the work planning role in 2019 and has developed systems to streamline the process. Dawn previously worked as a PA supporting the directors of a major Irish bank.
Passion: In her spare time, she likes to keep fit by cycling and attending dance classes. She enjoys spending time with the family, especially while vacationing in either South Devon or Florida.
Three words to describe Carterwood: Fulfilling, enjoyable, professional.
Favourite Carterwood value: No politics. “Everyone is treated equally, no matter their job.”
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