VP & Managing Director of Business Consulting
Dana oversees AssetMark’s Business Consulting team. In her role, Dana guides the direction of consulting content and engagements, ensuring that advisors receive exemplary business consulting support. Dana specializes in business strategy and long-term planning, operational efficiency, client experience and process development, human capital, marketing and branding. Dana’s engaging style and passion for connecting with her audience has made her a highly sought-after guest speaker for many leading organizations in the industry.
With deep roots in managing, growing and improving businesses, Dana has helped many top-performing advisors create change and drive growth. With more than 20 years of experience in the business management and financial services industries, Dana has worked with advisors at every stage of their business lifecycle. From helping new advisors establish themselves to facilitating large acquisitions, Dana’s in-depth knowledge of the industry allows her and her team to deliver solutions to advisors of all types.
In her free time, Dana enjoys baking and decorating cakes and cookies and spending time with her children and grandchildren in Phoenix, Arizona.