Dana Johnston Email
Director, Projects, Production Control, Tax and Investor Reporting
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dana Johnston Location
- Calgary, AB, CA
Dana Johnston Work
- Director, Projects, Production Control, Tax and Investor Reporting @ Worldsource Wealth Management Inc. (April 2021 - Present)
- Management Consultant @ Worldsource Wealth Management Inc. (October 2020 - April 2021)
- Senior Manager, Operations @ (November 2016 - May 2020)
- Platform Specialist and Vendor Relationship Manager, ATBSI @ (October 2004 - November 2016)
- Supervisor Trading and Settlements @ Credential Asset Management (September 2001 - July 2004)
- FA Administrative Assistant @ (October 2000 - June 2001)
- Senior Administrator and Team Lead @ (January 1998 - July 2000)
- Marketing and Administrative Assistant @ (April 1994 - December 1998)
Dana Johnston Education
- McMaster University
Associates (Business, Finance)
2010-2011 - Canadian Securities Institute 2004-2005
- NAIT (Northern Alberta Institute of Technology)
Associates (Business Management, Finance)
1992-1994
Dana Johnston Skills
- People Development
- People Management
- Operations Management
- Wealth Management
- Financial Services
- Business Process Improvement
- Investments
- Business Analysis
- Risk Management
- Mutual Funds
- Change Management
- Financial Analysis
- Portfolio Management
- Vendor Management
- Trading
- Business Strategy
- Requirements Gathering
- Business Planning
- Strategic Planning
- Project Management
- Project Planning
- Requirements Analysis
- Project Delivery
- Data Analysis
- Performance Management
- Business Process
- IT Strategy
- Business Development
- Credit
- Account Management
- Budgets
- CRM
- Investment Strategies
- Financial Advisory
- Microsoft Office
- Management
- Customer Service
- Team Leadership
- Training
- Leadership
- Team Building
- Relationship Management
- Coaching
- Teamwork
- Business Relationship Management
- Mentoring
- Process Improvement
- FundSERV/ESG
- Dataphile
- Banking
- Sales
- Microsoft Excel
- Strategy
- Marketing
- PowerPoint
Dana Johnston Summary
- Dana Johnston, based in Calgary, AB, CA, is currently a Director, Projects, Production Control, Tax and Investor Reporting at Worldsource Wealth Management Inc.. Dana Johnston brings experience from previous roles at Worldsource Wealth Management Inc., ATB Financial and Credential Asset Management. Dana Johnston holds a 2010 - 2011 Associates in Business, Finance @ McMaster University. With a robust skill set that includes People Development, People Management, Operations Management, Wealth Management, Financial Services and more. Dana Johnston has 1 emails on RocketReach.
Looking for a different Dana Johnston?
Find contact details for 700 million professionals.
Others Named Dana Johnston
Dana Johnston
Executive VP
Simsbury, CT, US
Dana Johnston
President - Private Wealth Advisor
Canonsburg, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co