Associate Director
Senior Client Associate
Dana began her career in the financial industry in 1984 and has worked in all aspects of the operations area including wire operator, new accounts administrator and operations manager. Prior to her role as Senior Client Service Associate, Dana was the Operations Manager of the Austin downtown branch of UBS. Dana's extensive experience and skills will enhance the quality of service to our clients.
Dana holds Series 7, 63, and 66 licenses as well as an insurance license. She is married and has two children.
Associate Director
Senior Client Associate
Dana began her career in the financial industry in 1984 and has worked in all aspects of the operations area including wire operator, new accounts administrator and operations manager. Prior to her role as Senior Client Service Associate, Dana was the Operations Manager of the Austin downtown branch of UBS. Dana's extensive experience and skills will enhance the quality of service to our clients.
Dana holds Series 7, 63, and 66 licenses as well as an insurance license. She is married and has two children.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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