Dawn Moschella

Vice President-Branch Manager

Phone: 603-622-3292
Fax: 603-703-0259
E-mail:
 

Dawn Moschella is Branch Administrator of Robbins Farley. She has nearly 10 years' experience in the financial services Industry and 20 years' experience with sales support/client-service focused positions.

 

In 2002, Dawn earned her A.S. Executive Administrative Assistant (EAD) from North Shore Community College and later received her Human Resources Management Certificate from Marion Court College.  After she graduated, she worked for an electronics distributor and eventually found her way to the financial services industry in 2007. Additionally, Dawn is Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) registered which qualifies her as an investment adviser representative and allows her to trade all securities products.

 

Client service is her main focus; she will walk you through the entire onboarding process from start to finish - whether it is assisting you with the new account/transfer paperwork, establishing your online access or making sure you know every team member's name and function, should you have any questions or concerns.  Dawn will also answer any questions you may have on your account statements, confirmations and/or online viewing account.  If you need you a check issued or money transferred to your bank account she can also assist you with that and many other service-related items. Additionally, she oversees the business aspects of Robbins Farley including: invoices, expense reporting, portfolio/performance reporting, maintaining compliance files as per industry regulations and assisting with Human Resource Management. 

 

Prior to working with Robbins Farley, Dawn worked for a Boston-based financial firm for nearly 5 years as a Senior Client Associate where she serviced clients for one of the firm's top producers in a very fast-paced environment.

 

Dawn grew up in Beverly, MA.  She currently lives in Londonderry, NH and enjoys the beach, camping, paddle boarding, and spending time with her friends and family.