As Director of Operations, Dawnielle Brownell is responsible for managing the operations team and the overall client experience at CHANNEL Wealth. Her main focus is to ensure our clients’ needs are met in the most efficient way possible. She specializes in creatively troubleshooting problems should they arise. Overall, Dawnielle is passionate about improving the quality of life for CHANNEL Wealth clients by providing a stress-free experience while working towards their financial goals to lead a life of financial confidence and independence.
Dawnielle received her Bachelor’s Degree from the California State University, Chico. She brings over 10 years of seasoned operational experience in the financial services industry to the CHANNEL Wealth team and is currently pursuing her FINRA Series 7 and 66 securities licenses. Additionally, Dawnielle is also a member of several operational advisory boards focused on collaborating with our industry partners to improve their processes, to in turn allow us to provide the white glove service our clients have come to know and expect.
When asked about CHANNEL Wealth, she explains, “One of the many reasons I love working here is seeing our client’s dreams come to fruition as a result of the financial plan we have customized to fit their needs, goals, and lifestyle.”
3700 State St, Suite 240
Santa Barbara, CA. 93105
805-898-0893
8:30a - 5:00p
Monday-Friday