Dawn O'Neill

"I have always enjoyed working in the financial services industry due to the wide variety of activities involved, wonderful colleagues, and great clients."

Dawn joined Broadview Financial Management in August 2021 and has enjoyed working in the financial services industry since 1997. She has held positions as a mutual funds administrator, investor relations manager and operations associate during her career. She graduated from the University of Wisconsin-Milwaukee with a business administration degree in marketing and finance.

Dawn enjoys spending time at her family’s “almost off-grid” weekend getaway property, foraging for wild edibles and gardening.