William Dana Email & Phone Number
Field Supervision Director - Annuity @ Edward Jones
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William Dana Location
- Mooresville, NC, US
William Dana Work
- 2025 -now Field Supervision Director - Annuity @
- 2024 -2025 Supervisory Principal @ Associate Staffing/LPL Financial
- 2022 -2024 Advisor @
- 2018 -2022 Staff Manager @ Western & Southern Life Insurance Company
- 2017 -2018 Surveillance Analyst @ TalentBridge\ LPL Financial
- 2013 -2017 Senior Financial Consultant @ Bice Wealth Management
William Dana Education
- La Salle Military Academy
- State University of New York College at Old Westbury
(Finance)
- Farmingdale State College
Associate of Arts and Sciences - AAS (Liberal Arts and Sciences/Liberal Studies)
William Dana Summary
- William Dana, based in Mooresville, NC, US, is currently a Field Supervision Director - Annuity at Edward Jones. William Dana brings experience from previous roles at Associate Staffing/LPL Financial, Infinite Wealth Advisors, LLC, Western & Southern Life Insurance Company and TalentBridge\ LPL Financial. William Dana holds a La Salle Military Academy. William Dana has 2 emails and 1 mobile phone numbers on RocketReach.
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