Client Service Associate / Chief Compliance Officer / email@example.com
Dana joined DBR & CO in 2019 with more than 25 years of financial services experience. In her role as Client Service Associate, she provides administrative and client service support to DBR & CO advisors. This includes meeting preparation and assisting with reviews and presentations. Her valuable skills include problem solving, time management and attention to detail.
Dana’s experience includes time as an advisor with another firm, where she was trained in fiduciary planning. Her area of specialization was working with small businesses where she successfully utilized a customer-oriented approach in serving clients.
She is a graduate of the University of Maryland.