Dana Maury Email & Phone Number

Any views expressed are my own and not those of my employer or any entity affiliated with my employer nor should my participation in LinkedIn be considered an advertisement by my employer of its services. Highly experienced professional with over 20 years of operations, compliance, human resources, sales, and practice management experience in wealth management and retail banking. Proven ability to identify and implement efficiency and operational solutions to ensure compliance while maximizing revenues, quality, and productivity. Passionately focused on serving clients and team members with excellence across all parts of the business. Proven qualifications in operations planning, implementation, management, team building, leadership, and communications. Collaborates with partners and vendors across the business to implement the strategic plan. High degree of expertise using multiple technologies to define and document processes and procedures, create workflows, track progress for sales goals and key performance indicators, and to increase accountability and organization throughout the organization.

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  Union University

  Bachelor Of Arts