Securities Administration Specialist
As Securities Administration Specialist, Trish Dunn prepares, processes and monitors securities paperwork for Beene Wealth Management Group. She oversees compliance and suitability for the firm and for clients. Trish and her husband own and operate a small business; thus, she understands the importance of exceptional customer service and financial planning for small business owners. Trish received a Bachelor of Finance from Baylor University. After work, Trish enjoys exercising, attending Baylor football games and spending time with friends and family.
Trish Dunn is not registered with Woodbury Financial Services, Inc.