Dawn Egelstrom

Dawn Egelstrom, CFA, is a seasoned financial professional with extensive experience in performance analysis and investment consulting. Currently serving as a Senior Performance Analyst Consultant at Veritude since March 2013, Dawn previously worked as an Independent Financial Consultant, where responsibilities included analyzing and rebalancing 401(k) and personal investment portfolios, understanding client risk profiles, and researching investment strategies. Dawn's experience at Fidelity Investments from 1993 to 2009 included roles such as Sector Trader for Securities Lending, where oversight of equity securities lending programs was provided, and Emerging Products Manager in Fund Accounting, focusing on complex securities instruments. Dawn holds a Bachelor of Science in Mathematics from Eastern Nazarene College.