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Dana Lloyd Location
Columbus, GA, US
Dana Lloyd Work
Managing Director of Operations @ (January 2026 - Present)
Sr Director, Client Care @ (July 2018 - December 2025)
Director, Digital Experience and Continuous Improvement @ (July 2016 - June 2018)
Implementation and Enablement Executive, SVP @ (February 2011 - September 2014)
Private Bank Strategy Manager, Vice President @ (February 2010 - February 2011)
Retail Sales Strategy Manager, Vice President @ (August 2007 - February 2010)
Sales Leader @ (May 2005 - July 2007)
Sales and Service Coach @ (January 2004 - January 2005)
Senior Financial Specialist @ (January 2002 - January 2004)
Branch Manager @ (January 1996 - January 2002)
Dana Lloyd Education
University of Georgia - Terry College of Business
MBA
2011-2013
Parker College of Business-Georgia Southern University
BBA (Finance)
1994-1996
Dana Lloyd Skills
Business Analysis
Business Process Design
Business Process Improvement
Business Requirements
Business Transformation
Change Management
Collaboration
Communication
Consumer Lending
Critical Thinking
Cross-functional Team Leadership
Customer Experience
Employee Engagement
Employee Recognition
Field Advocacy
Field Enablement
Finance
High Performance Sales Teams
Implementation
Incentive Programs
Influence At All Levels
Internal Communications
Large Scale Change Management
Leadership
Leadership Development
Lean Six Sigma
Life Coaching
Management
Merger Integration
Microsoft Office
Navigate Matrixed Organization
Organizational Effectiveness
Personal Financial Consulting
Personal Financial Planning
Problem Solving
Process Improvement
Program Management
Project Management
Relationship Management
Retail Banking
Risk Management
Root Cause Problem Solving
Sales
Sales Enablement
Sales Management
Sales Process Development
Salesforce.com
Six Sigma
Strategic Planning
Strategy
Thought Leadership
Training & Development
Training/Onboarding Curricula
Dana Lloyd Summary
Dana Lloyd, based in Columbus, GA, US, is currently a Managing Director of Operations at Pinnacle Financial Partners. Dana Lloyd brings experience from previous roles at Pinnacle Financial Partners, SunTrust Bank and Morgan Stanley Private Bank. Dana Lloyd holds a 2011 - 2013 MBA @ University of Georgia - Terry College of Business. With a robust skill set that includes Business Analysis, Business Process Design, Business Process Improvement, Business Requirements, Business Transformation and more. Dana Lloyd has 1 emails and 2 mobile phone numbers on RocketReach.
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