Investment experience: 19 years;
17 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 in economics from the University
of California, Santa Barbara, in 1991; her Chartered Financial Analyst designation in 1997; and her Certified Financial Planner® designation in 2010. 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. When she's not in the office, Dana enjoys spending time with her son.
|