Dana is the director of information technology and client services and is primarily responsible for the development of short- and long-term goals, objectives, policies and procedures and helps execute the strategic plans and goals for West Financial Services.
Since joining West Financial Services in 2006, she has held a variety of positions, including information systems manager where she managed the implementation and maintenance of the internal portfolio management systems, firm-wide technology policy development and general technology support. Prior to that, her focus was client service and account administration.
Dana holds a BS in Management from George Mason University. She lives in Virginia with her husband and adopted cats, Enzo and Koni. She enjoys weekend car cruises through the mountains, riding her motorcycle, and periodically flying home to Texas to spend time with family.