Dana began her career in the financial industry in 1984 and has worked in all aspects of the operations area including wire operator, new accounts administrator and operations manager. Prior to her role as Senior Client Service Associate, Dana was the Operations Manager of the Austin downtown branch of UBS. Dana's extensive experience and skills will enhance the quality of service to our clients.

Dana holds Series 7, 63, and 66 licenses as well as an insurance license. She is married and has two children.

Registered States:
IL, TX