Every relationship is unique

  • Dana brings the following client experience to your relationship

  • She will take a flexible approach to how you work together in order to meet your needs

  • To what do you aspire?

  • What is getting in your way?

  • How can you realize more gains?

  • How can you create more value?

  • Are you ready to make an investment?

  • If not now, then when?

  • MassMutual

  • Goldman Sachs

  • Fitch Ratings

  • Luxottica

  • National Vision

  • Kohl's

  • Merck

  • AbbVie

  • Anthem

  • Northwell Health

  • Medline

  • McKesson

  • Exact Sciences

  • Workiva

  • Lumeris

  • Pinterest

  • Cisco Systems

  • Swift

  • Okta

  • Hasbro

  • Epic Games

  • Zebra

  • Turtle & Hughes

  • New Jersey Resources

  • Essential Utilities

  • DuPont

  • Allan Myers

  • Illinois Tool Works

  • Burns & McDonnell

  • New Story

  • Royal Neighbors

  • NBC Universal

  • Comcast

  • Nano Banc

  • And Many More