Dana began his financial career in 1979 with Paine Webber. In 1987, he joined Bateman Eichler, Hill Richards to pursue opportunities in management. After balancing dual roles of manager and advisor for 13 years, he returned to his original - and favorite - pursuit of advising clients in 2000. He has extensive experience in fixed income portfolio management, and strategic & tactical asset allocation. In addition, he currently holds Series 7, 8, 63 and 65 securities licenses and his California Insurance License.