Dana works closely with Green Square clients’ custodians to open and maintain accounts as well as complete money movement transfers. She also assists with special projects, coordination of alternative investing, and customized reporting. Prior to joining Green Square in 2014, Dana spent 13 years in banking, predominantly with SunTrust Bank, where her roles included retail area management, human resources management, private wealth advising, and mortgage origination. Dana received her Bachelor of Arts from Union University.
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