Dana Email & Phone Number
SVP, Private Client Advisor @ Bank of America Private Bank
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Dana Location
- Washington, DC, US
Dana Work
- 2021 -now SVP, Private Client Advisor @
- 2016 -2021 VP, Private Client Advisor @
- 2011 -2016 Small Business Banking, VP @
- 2009 -2011 Personal Banker 2 @
- 2006 -2009 Branch Manager @ American General Financial Services
Dana Education
- Goldey-Beacom College
Bachelor of Science in Finance and Marketing (Finance)
2001-2005 - Goldey-Beacom College
B.S. (President of Alpha Chi Honor Society, Volunteered at local Middle School to help children sharpen reading skills.)
2001-2004
Dana Skills
- Small Business Lending
- Commercial Banking
- Loans
- Mortgage Lending
- Credit
- Banking
- Commercial Lending
- Lines Of Credit
- Credit Analysis
- Financial Analysis
- Commercial Mortgages
- Finance
- Leadership
- Portfolio Management
- Real Estate
- Sales
- Start-ups
- Underwriting
- Management
- Start Ups
- Project Management
- Microsoft Office
Dana Summary
- Dana, based in Washington, DC, US, is currently a SVP, Private Client Advisor at Bank of America Private Bank. Dana brings experience from previous roles at Bank of America Private Bank, Bank of America, Wachovia, A Wells Fargo Company and American General Financial Services. Dana holds a 2001 - 2005 Bachelor of Science in Finance and Marketing in Finance @ Goldey-Beacom College. With a robust skill set that includes Small Business Lending, Commercial Banking, Loans, Mortgage Lending, Credit and more. Dana has 2 mobile phone numbers on RocketReach.
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