Dawn Reublin, Director of Operations

How I Like to Work With People

I like to get to know the person that I am working with, whether if it is a co-worker or client. It helps me understand what is significant to them, what their goals are, and I how can help them get there.

Areas of Focus

Living in the Southeast, my practice focus is typically entrepreneurs and executives in the field of Science and Technology.

Why I Love My Job

I genuinely care about my clients, their families and what is important to them. I try to relate to them and what they are going through at that moment, letting them know they are not alone. I love knowing I have been able to be a part of someone accomplishing their financial wealth goals.

“We make a living by what we get but we make a life by what we give”

– Winston Churchill

Education

Bachelors of Science from the University of Central Florida in Orlando, FL

Brief Employment History

I have over 13 years of experience in the financial brokerage industry in the Orlando area, providing excellent customer service support to client’s to assist with managing their accounts.