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Dawn Shurley

Lead Portfolio Accountant at Savant Wealth Management

Dawn Shurley has a varied work experience spanning several industries. Dawn is currently a Blogger at That Dawn Vibe, a position they have held since 2023. Prior to this, Dawn worked as an Alignment Coach at Divine Energy Rising starting in 2019.

Before transitioning into the spiritual and wellness fields, Dawn worked in finance. Dawn spent a significant amount of time at Savant Capital Management, starting as an Accounting Intern in 2013 before being promoted to Portfolio Accountant and later Lead Portfolio Accountant. In these roles, they managed portfolio accounting tasks, such as account reconciliation and maintenance, cost basis, billing, and project work.

Dawn also has experience in banking, having worked as an NSF Adjuster at BMO Harris Bank from 2002 to 2010 and as a High Risk Debt Collector at Capital One from 2001 to 2002.

Overall, Dawn Shurley's work experience showcases their adaptability and proficiency in various industries, from finance to spirituality and wellness.

Dawn Shurley obtained an Associate's degree in Accounting from Rock Valley College, which they completed between the years 2011 and 2013.

Location

Tampa, United States

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Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.


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201-500

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