Dawn OMalley

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Client Services Associate at SMITH BARNEY|Holmdel, New Jersey, United States

Position:

Client Services Associate at SMITH BARNEY

Location:

Holmdel, New Jersey, United States

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Last updated: 2026-04-14
Updated: 2026-04-14

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Work Experience 35 years

Client Services Associate at SMITH BARNEY

Jan 2011 - Current

Teacher at Little Learners Preschool

Jun 2023 - Jul 2024

Financial Advisor/Licensed Insurance Agent at One Legacy Financial Group, LLC (Division of OneAmerica)

Mar 2017 - Sep 2020

Financial Advisor at Edward Jones

Sep 2010 - Mar 2017

Branch Office Administrator at Edward Jones

Oct 2008 - Sep 2010

Substitute Teacher at Washington Twp Board of Education

Sep 2004 - Jun 2012

Operations Manager at SMITH BARNEY

Jan 1993 - Sep 1997

Assistant Operations Manager at Shearson Lehman Brothers

Jun 1991 - Jul 1993

Dawn OMalley started working in 1991, then the employee has changed 5 companies and 7 jobs. On average, Dawn OMalley works for one company for 5 years 4 months.

Education

Bachelor's degree at Rutgers University–New Brunswick

Skills

Trading, Coordinate Meetings, Customer Support, Collaborative Problem Solving, Operations Management, Confidentiality, Financial Services, Customer Engagement, New Account Growth, Conflict Resolution, Customer Service, Investment Portfolios, Attention to Detail, Sales, Finance, File Systems, Client Liaison, Investment Management, Computer Literacy, Customer Marketing, Sales Operations, Data Management, Customer Loyalty Management, Clerical Skills, Financial Management, Sales Processes, Customer Acquisition, Account Servicing, High Level Of Accuracy, Customer Loyalty, Opening New Accounts, Client Development, Easily Adaptable, Skilled Multi-tasker, Client Relations, Account Reconciliation, Regulatory Compliance, Customer Service Management, Administrative Assistance, Customer Experience, Retirement Planning, Customer Retention, Customer Relationship Management (CRM), Problem Solving, Document Management, Financial Planning, Portfolio Management, Office Equipment, Documentation, Data Entry, Front Office Operations, Customer Service Representatives, Business Relationship Management, Administration, Presentations, Asset Management, Relationship Building, Management, Interpersonal Skills, Mutual Funds, Organizational Effectiveness, Investment Strategies, Organization Skills, Investment Banking, Financial Advisory, Customer Service Operations, Managing Accounts (Accounting), Insurance products, Financial Accounting, Customer Experience Management, Office Administration, Phone Etiquette, Investments, Networking, Customer Satisfaction, Communication, Account Management, Client Services, Protection products, Certified Financial Planner, Financial Markets, Time Management, Back Office Operations, Teamwork, Typing, Insurance, Client Prospecting, Asset Allocation, Written Communication

Frequently Asked Questions

What is Dawn OMalley's minimum period of employment in the companies?

Dawn OMalley's minimum period of employment in various companies is 1 year 1 month.

What is Dawn OMalley's average duration of employment for different companies?

On average, Dawn OMalley works for one company for 3 years 11 months

What industries has Dawn OMalley worked in?

Dawn OMalley worked in the Education Management, and Financial Services.

What positions has Dawn OMalley held before?

Previously, Dawn OMalley worked as a Teacher, and Financial Advisor/Licensed Insurance Agent, and Financial Advisor, and Branch Office Administrator, and Substitute Teacher.

How do I contact Dawn OMalley?

Dawn OMalley's phone number is +1-***-***-1878. Sign up to get contact details.

Who is the President/CEO/Director of the SMITH BARNEY?

The President/CEO/Director of the SMITH BARNEY is Eugene Armieri

Who are Dawn OMalley's peers at other companies?

Dawn OMalley's peers at other companies are Quinn Walker and Shay Figueroa and Sneha Sree

Dawn OMalley Namesakes

Name
Company
Position

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Other employees at SMITH BARNEY

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Michael Roth
Architected a Sybase and DB2-based data warehouse; implemented a legacy data integration framework
Scott Bruin
Financial Consultant Branch Manager
Eric MacKellar
Financial Advisor/Financial Planning Specialist
Eugene Armieri
Financial Advisor Senior Vice President - Wealth Management

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