Dana Smith Email & Phone Number

Uniquely skilled Communications and Relationship Manager with nearly 20 years of experience in the investment industry. Demonstrates exceptional dedication and a client-focused approach through effective communications, respect, empathy, and accountability.Strong track record of leadership and partnering cross-functionally to achieve consensus and drive change. Excels at providing outstanding client service and cultivating, enriching, and nurturing meaningful relationships. Brings a broad background of expertise across PR partnerships, social media strategy and complex events management. From raising brand presence to ensuring flawless execution of events, aligns business objectives and goals to drive results. Product expertise spans across equities, fixed income, alternatives, and multi-asset solutions. Key Competencies: Communications | Relationship Management | Media & Public Relations | Team Management | Marketing | Investment Strategies | Consensus Building | Business Development | Client RetentionLicenses: FINRA Series 7 & 63 | NFA Series 3