Dawn Perry serves as the Senior Vice President and Global Head of RFP & Diligence at PineBridge Investments, where she leverages her extensive 23 years of experience in the investment industry to enhance client relationship management and drive business development initiatives. In her pivotal role,...
Dawn Perry serves as the Senior Vice President and Global Head of RFP & Diligence at PineBridge Investments, where she leverages her extensive 23 years of experience in the investment industry to enhance client relationship management and drive business development initiatives. In her pivotal role, Ms. Perry leads a dynamic Global RFP and Due Diligence Team, focusing on creating compelling responses that highlight PineBridge’s diverse investment strategies across alternative investments, equities, fixed income, hedge funds, and mutual funds. Her expertise in project management ensures that each RFP is meticulously crafted to meet the unique needs of prospective clients, ultimately supporting the firm’s asset growth and client retention goals.
Under her leadership, the team not only streamlines the RFP process but also conducts thorough due diligence, providing clients with the confidence they need to invest in PineBridge’s offerings. Ms. Perry’s deep understanding of financial services and securities, coupled with her proficiency in marketing operations, enables her to effectively communicate the firm’s value proposition. She is adept at navigating the complexities of the investment landscape, ensuring that PineBridge remains competitive and responsive to market demands. With her Series 7 certification and a keen insight into client needs, Dawn Perry is instrumental in fostering lasting relationships that drive success for both the firm and its clients. Her commitment to excellence and strategic vision continues to position PineBridge Investments as a leader in the global investment arena.
