Dana M. Location
- Hinsdale, IL, US
Dana M. Work
- 2025 - now Client Strategist @
- 2023 - 2024 Director, Strategic Initiatives Portfolio Banker, BMO Family Office @
- 2019 - 2023 Vice President, Capital Advisory Services, BMO Family Office @
- 2016 - 2019 Private Wealth Management Sports and Entertainment Division @
- 2015 - 2016 Senior Client Associate @
- 2014 - 2015 Sr. Financial Analyst @
- 2013 - 2014 Family Office -Senior Account Manager @
- 2011 - 2013 Financial Analyst- Credit Policy Department @
- 2009 - 2011 GOLD Program Rotational (Leadership Program)- Relationship Management Track @
- 2006 - 2008 Executive Assistant- Westin Hotel Michigan Avenue @
Dana M. Education
- University of Illinois at Urbana-Champaign - College of Business
Bachelors (Finance)
2005 - 2009
Dana M. Skills
- Fiduciary Services
- Family Office
- Customer Engagement
- Wealth Advisory Services
- Wealth Management Services
- Corporate Risk Management
- New Business Development
- Investment Advisory and Management
- Corporate Communications
- Budget Strategy
- Leadership Development
- Relationship Building
- Wealth Advisor
- Business Relationship Management
- Cross-team Collaboration
- Problem Solving
- Business Analysis
- Customer Relationship Management (CRM)
- Credit
- Financial Data Analysis
- Professional Communication
- Portfolio Management
- Financial Analysis
- Management
- Banking
- Strategy
- Data Analysis
- Microsoft Excel
- Asset Managment
- Cash Flow
- Organization
- Multi Tasking
- Highly detail oriented
- Customer Satisfaction
- Account Management
- Asset Allocation
- Wealth Management
- Financial Planning
- Financial Services
- Investment Advisory Services
- Retirement Planning
Dana M. Summary
- Dana M., based in Hinsdale, IL, US, is currently a Client Strategist at Ellevated Outcomes. Dana M. brings experience from previous roles at BMO Wealth Management - U.S., SunTrust and RMB Capital. Dana M. holds a 2005 - 2009 Bachelors in Finance @ University of Illinois at Urbana-Champaign - College of Business. With a robust skill set that includes Fiduciary Services, Family Office, Customer Engagement, Wealth Advisory Services, Wealth Management Services and more. Dana M. has 2 emails on RocketReach.
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