Investment experience: 16 years;
14 years with firm
Dana's responsibilities include developing and implementing investment
policies for institutions and private clients, financial planning,
and maintaining client relationships. Dana is also involved in managing
the direct sales effort. She received her BA from the University
of California, Santa Barbara, in 1991 and her Chartered Financial Analyst designation in 1997. Prior
to joining Bailard in 1994, Dana worked at Morgan Stanley in the
investment banking division. She is an active member of the CFA
Institute. Her outside interests include crossword puzzles and travel.
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