Dawn Holschuh

I joined CGA Capital in 2016 as an Office Manager and was promoted to Director of Operations in early 2024. I handle office operations while supporting the firms banking/finance professionals. I manage Accounting, Payroll, vendor relations, Employee Benefits, and all other Human Resource matters. Additionally, I assist with our affiliated securities broker/dealer with regulatory (FINRA) compliance including fulfilling SEC related reporting and audit requirements.

• Manages Accounts Payable & Accounts Receivable
• Responsible for financial reconciliation of all firm bank accounts generating millions monthly
• Manages all incoming and outgoing wire banking detail
• Responsible for end of year Operating P&L reporting which generates firm Bonus payment structure
• Handles all aspects of interviewing candidates, collaborating with search firms, hiring, onboarding and offboarding
• Handles firms professional events such as annual conferences, banquet event orders, off site meetings with private transportation and dinner engagements
• Responsible for reconciliation reports to CGA Securities FINOP to establish monthly Net Capital computation
• Successfully spearheaded moving firm twice during my tenure, including building office suite from ground up both times - once in 2017 and most recently in 2024. Each of these six month+ projects involved a great deal of time and detail as I collaboratively worked with construction teams, interior design firms, electricians, movers, property managers and landlords

• Responsible for maintaining all executive needs of Senior Vice President, SVP’s Leadership Team in addition to Americas Service Organization consultant team of 80+ members
• Extensive calendar management
• Full understanding of quarterly needs, crucial meetings and being able to prioritize in regard to executive(s) best interest
• Extensively involved in recruiting process for organization
• Successfully managed candidate review process, coordinating travel, HR involvement and employee on boarding
• External/Internal liaison between executive leadership team and c-level partners, customers and colleagues
• Recipient of Americas Services Organization Q4/2013 Leadership Award for Support
• Able to travel with SVP to assist on site
• Stepped in for teams Resource Manager while employee was on extensive leave
• Successful coordination of quarterly worldwide kickoff’s
• Responsible for all domestic / international travel arrangements for VP and leadership team
• Position involves being on call 24/7 to partner with SVP(s) wherever they may be worldwide
• Trustworthy, loyal and maintains full confidentiality

• Responsible for maintaining the needs of 4 (four) independent Directors in addition to the entire Sales team (100+ Sales Associates)
• Responsible for producing numerous daily reports
• Collaborated with outside IT vendors such as Apple, Lenovo, CISCO, IBM, etc to set up internal sales events
• Coordinated Sales company events (I.e. Annual celebrity golf tournaments, Sales Kick Off’s, etc)
• Independently researched and negotiated site wide team-building events including sky diving, F1 Racing and major professional sporting events (Celtics, Red Sox, Patriots)
• Assisted in recruiting process for Sales
• Liaison between all vendors (promotional sales programs and selling incentives) and Sales floor
• Excellent calendar management skills

• Performed all Executive Assistant responsibilities for VP & Director
• Acted as a liaison between VP and Office Managers
• Originated, formulated and edited reporting spreadsheets on a monthly basis
• Scheduled and coordinated all meetings, including members of the subsidiary’s governing boards and high profiled medical staff
• Compiled and processed data/statistics from information systems and the accounting department on a monthly basis
• Prepared meeting materials in a timely manner
• Assisted regional office managers with administrative requests
• Provided Corporate Services with administrative duties in a professional, deadline driven business environment.

• Provided advanced administrative support for the Chief Engineer and Engineering Department
• Coordinated all travel
• Responsible for revising and distributing Standard Operating Procedures, Customer Print Change Requests and Engineering Change Orders
• Responsible for internal auditing for ISO9001 purposes
• Generated daily reports for Engineering Department
• Planned and executed annual business and social events
• Ensured a flawless daily office environment