The Pinnacle Group
Dawn Holleran is a seasoned professional with extensive experience in case management and new business operations. Currently serving as a Case Manager at The Pinnacle Group since September 2019, Dawn previously held similar roles at Duncan Financial Group and IBC, Inc, showcasing a strong background in client relations and case oversight. Dawn began a career in the financial services industry as a New Business Assistant at Northwestern Mutual, later advancing to New Business Manager at IBC, Inc. Educationally, Dawn earned a bachelor's degree in Speech Communications from PennWest Edinboro between 1991 and 1995.
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The Pinnacle Group
ANYONE CAN OFFER; NOT JUST ANYONE CAN IMPLEMENT. In an increasingly commodified marketplace, there’s less value to selling a thing and far more value in its implementation. Anyone can promise you a successful outcome. But only a few will commit to getting you there. Our number one focus is to maximize your business by utilizing leverage and mitigating risk. In order to begin that process, we simply look at your book of business in the way that is most natural to an advisor. And with a nationwide sales support network, you always have direct access to a Pinnacle team member that can turn your business opportunities into action.