Dawn M. Wagner
Client Services Manager
NY: 585.203.1211 x100
Education
McCarthy’s Business Institute, Certificate of Secretarial Sciences
Dawn serves as the Client Services Manager for Seneca Financial Advisors. She joined Seneca after working at a global firm in the Private Clients Group. Dawn is primarily responsible for delivering outstanding client service to our clients. This includes assisting clients with opening and transferring accounts, retirement plan rollovers, and ongoing account maintenance. Dawn maintains a high-level of client communication and handles a variety of time-sensitive issues.