Dana proudly serves in the role of our Client Care Manager, providing “concierge” services including traditional operational and service administration duties. As our client’s first point of contact, Dana knows how to best answer or direct any question clients may have to better serve their needs in a timely manner.
Dana runs our Client Care Campaign where she proactively and regularly checks in with clients to be sure any questions or concerns are addressed in the earliest stages. She has her Series 7 General Securities Representative license and plans to take the Series 66 Uniform Combined State Law exam.
Dana started her finance career at Jackson National Asset Management in Chicago while working on the Separate Accounts/Transfer Agent team. As a 2015 University of Dayton Finance and Entrepreneurship graduate and academic scholarship award recipient, Dana helped many local entrepreneurs develop business plans and marketing campaigns to successfully grow their business.