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About
Rece Dawson is currently an Analyst at Triune Financial Partners in Kansas City, MO, where he is responsible for supporting investment research, portfolio analysis, and client advisory initiatives. His focus includes financial modeling, due diligence, and performance reporting across diversified client portfolios, with an emphasis on multi-asset investment strategies and wealth management services.
He specializes in sectors such as credit, private markets, and traditional asset classes, building on his experience as a Credit Portfolio Manager at Kompass Funding and as a Credit Analyst at Enterprise Bank & Trust. In those roles, Dawson developed expertise in credit underwriting, portfolio risk management, and investment evaluation for small business and commercial real estate assets, which informs his comprehensive approach to financial analysis and portfolio construction.
Dawson holds an MBA from Benedictine College and a bachelor's degree in Finance and Economics from Pittsburg State University. Drawing on his strong academic background and practical experience, he has become adept at integrating advanced financial concepts with technology-driven analysis, contributing to the firm's ability to serve high-net-worth individuals and institutional clients seeking tailored investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Triune Financial Partners | Analyst | Jun 2023 to Present | — |
| Kompass Funding | Credit Portfolio Manager | Mar 2022 to Jun 2023 | • Lead and manage Portfolio Solutions. • Underwrite and manage new/existing clients. • Create SOPs and implement risk rating system. • Prepare spreads, financial analysis, and credit memo write-ups. •... |
| Enterprise Bank & Trust | Credit Analyst | Apr 2020 to Feb 2022 | Constructed 1 to 2 formalized write ups or memos daily to be reviewed by loan committees. Loans ranging from $10,000 to $1,500,000. This included: • Spreading Financials. • Constructing Cashflow analy... |
| Enterprise Bank & Trust | Intern Part Time Credit Analyst (Graduate School Year work) Remote | Aug 2019 to Apr 2020 | • Spreading Financial Statements. • Testing Commercial Banking and Commercial Real Estate Covenants. |
| Enterprise Bank & Trust | Commercial Banking Internship (Summer Grad School Job) | Apr 2019 to Aug 2019 | Rotated through various departments of the Bank and learned about the following areas: • Wealth Management. • Credit. • Commercial and Industrial. • Commercial Real Estate. • Human Resources. |
| Farmers & Merchants Bank | Interning under CFO and Teller (Summer Work) | Jun 2014 to Aug 2018 | • Studied credit analysis under CFO, also executed some level of UW for existing customers. • Examined daily loan reports • Filed and organized loan portfolios |
| CFA Institute | Local Level Research Challenge (KC) Champions 2018 (Senior Year of Undergrad Research Comp.) | Sep 2017 to Apr 2018 | • Assisted in Administering a stock analysis report/presentation on EPR Properties to CFA Society in Kansas City area and Boston MA. Worked with 3 other Undergraduate Students. • Assisted in Financial... |
| Bishop Sullivan Center | Bishop Sullivan Summer Intern (Summer Intern) | Jun 2017 to Aug 2017 | Interned at Bishop Sullivan Summer program: Through the program we were placed at various non profits in KC. I was placed at Don Bosco ESL school for immigrants in the area. • Assisted in providing ed... |
| Girard National Bank | Teller (College School Year Work) | Feb 2017 to May 2017 | • Cashing checks • Handling deposits for customers • Handling Loan payments for customers • Counting the vault • Answering the phone for account inquiries • Sufficiently balancing my cash drawer in ac... |
| Community National Bank & Trust | Teller (College School Year Work) | Aug 2015 to Jan 2017 | • Cashing checks • Handling deposits for customers • Handling loan payments for customers • Counting the vault • Answering the phone for account inquiries • Sufficiently balancing my cash drawer in ac... |
Education
Benedictine College
Master of Business Administration - MBA, Business
2018 — 2020
Pittsburg State University
Finance and Economics, Finance and Economics
2014 — 2018
Others at Triune Financial Partners, LLC (1)
| Name | Role | Location |
|---|---|---|
 | Portfolio Trader | Lawrence, KS , United States |
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