ESOP National Practice Leader
OneAmerica Retirement Services
Indianapolis, IN
In her role as ESOP Consulting Director, Dawn's focus is to elevate the OneAmerica Financial ESOP business. Dawn works closely with regional sales managers and relationship management teams to win new ESOP clients and maintain great relationships with current customers. Prior to her role now, she was leading the Newport Group ESOP Team.
Dawn graduated from the University of Northern Iowa with an Accounting degree. She also earned her MBA from the University of Iowa.
Professional Licenses and Designations earned:
• Certified Public Accountant (CPA)
• Qualified Pension Administrator (QPA)
• Certified Pension Consultant (CPC)
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Top Five ESOP Compliance Problems and How to Avoid Them
Wednesday, April 16, 2025
1:15 PM – 2:15 PM MST