Dawn Asis
Director of Wealth Management
Dawn’s journey through the financial services industry is a testament to her unwavering dedication and the joy she finds in making a difference. With 25 years of experience at Goldman Sachs, she brings a wealth of knowledge and experience to the SageMint Wealth team.
Her tenure within the Goldman Sachs Ayco Personal Financial Management group saw her providing top-tier service to high net worth and corporate executive clients as part of an advisor team. In this capacity, she became a valued advisor, proficiently navigating the complexities of investments, employee benefits, insurance, estate planning, and taxes. Dawn’s expertise even extended to the preparation of intricate tax returns. Dawn’s career evolved, leading her to a managerial role in overseeing financial analysts and was responsible for their training and career development as well as handling employee relation issues. Most recently, she was Vice President of the Quality, Training and Development team within Workplace and Personal Wealth that supports offices across Goldman Sachs Ayco Personal Financial Management. In this role she developed training programs for new and existing financial analysts related to financial planning and tax and assisted with onboarding new analysts.
Dawn received her Bachelor of Science degree in Business Administration from Pepperdine University. She holds her Series 7 and 66 through LPL Financial as an LPL Financial Advisor.
Born and raised in Queens, New York, Dawn’s journey took her across the country to Southern California, where she has planted roots in the picturesque Dana Point. Here, she resides with her husband and son.
Dawn’s passion for making a difference extends to her community. She’s a dedicated member of the women’s board of her church. As a room parent at her son’s school, St. Edward Parish School, she participates and volunteers at various school functions. In her free time, you’ll find her working at the Family Assistance Ministries food pantry and cheering on her son’s soccer teams.
In her free time, she likes spending time with family and friends, enjoying the outdoors and watching soccer and baseball.
