Dawn McPherson, QPFC in

Dawn McPherson, QPFC

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Senior Director, Business Development at CAPTRUST
📍 Kansas City, Missouri, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
27 Years
Current Role
Senior Director, Business Development
Job Level
Senior
Location
Kansas City, Missouri, United States
Personality Overview

How Dawn shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Dawn cares about

Strategic Priorities
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Career

Work history

1-2025
Senior Director, Business Development
CAPTRUST
3-2022 - 1-2025
Director, Retirement Plan Consulting
CAPTRUST
1-2020 - 3-2022
Director, Retirement Plan Solutions
Mariner Wealth Advisors
10-2014 - 1-2020
Practice Manager/Retirement Plan Consultant
Mariner Wealth Advisors
1-2011 - 10-2014
Account Executive
SageView Advisory Group
In the press

Media appearances

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Education
B.A.
Bob Jones University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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