is a New York City-based investment advisor who has worked on Wall Street and at firms like Merrill Lynch, State Farm and SunTrust Bank. With her over 10 years of industry experience, Dana has developed a unique understanding of the finance industry and the challenges that it faces. With these challenges in mind, Dana created.
to transform diversity and inclusion in the industry and how the platform is unlike anything else on the market today.: Could you share with the readers a little bit about was extremely important not just for the industry as far as visibility but then also allowing the end user, if that person happens to be a person of color, letting them know that we are here and we do exist and I think that sometimes in corporate and even in the independent space that I’m in, we don’t see a lot of that…sometimes you don’t necessarily find the person that might fit your needs…or you might even be intimidated by the person that you start talking to…sometimes being able to take...
is different in the fact that we don’t just focus on independent advisors, we also focus on financial professionals in the more corporate, larger and institutional space and the reason being is that it’s sometimes hard for Black and brown professionals to get a seat at the table…it’s important that we showcase the fact that we’re able to be at the forefront…we’re the only ones really focused on the corporate space as opposed to just independent and just fiduciary.
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