Profiles

Dawn Lawson, CCM

Dawn Lawson, CCM
Investment Services Analyst/Administrator

(262) 796-6174
dlawson@ehlersinvest.com

As an Investment Analyst/Administrator with Ehlers Investment Partners, Dawn works closely with other team members and investment professionals to provide analysis and monthly investment reporting for our clients. Prior to joining Ehlers Investment Partners, she worked for 20 years as a treasury management sales consultant for two superregional banks. As a senior calling officer, she assisted clients in the public sector and the corporate sector in designing and implementing efficient collection and disbursement systems. Dawn’s greatest assets to her clients are her experience working with municipalities and school districts, and her knowledge of banking services.


Areas of Expertise

Investment Analysis and Reporting

  • Consolidation of client cash and investment data into one comprehensive report
  • Analysis of average weighted maturity and yield of existing investments
  • Investment inventory reporting

Treasury Management

  • Municipal and Corporate client relationship management
  • Banking services structure
  • Services recommendation
  • Sweep account evaluation/recommendation
  • Domestic and global cash management implementation
  • Fraud exposure analysis
  • Treasury workstation evaluation

Certification

  • Certified Cash Manager
  • Series 65

Education

  • Bachelor of Science in Business and Economics, University of Wisconsin - Platteville
  • Masters in Business Administration (Finance), University of Michigan

Ehlers Investment Partners

  • Locations

N21W23350 Ridgeview Parkway West, Suite 100
Waukesha WI 53188-1015
Toll Free: (800) 717-9742


3060 Centre Pointe Drive
Roseville MN 55113-1122
Toll Free: (800) 717-9742

  • Registered investment adviser with the Securities and Exchange Commission (SEC)
  • Wholly-owned Subsidiary of Ehlers Companies
  • Affiliated with Ehlers & Associates and Bond Trust Services Corporation
  • Registered January 12, 2009