Office Manager
CurrentAs of 12/13/21…I am assisting the Certified Financial Planners and supporting the office staff and taking care of other office and managerial duties.
Dec 2021 - Present
AeroLeads people directory · profile
Dana Dell Email & Phone Number
Found My New Adventure…
at
Petrovic Financial Services
2 work emails found
@waddell.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Found My New Adventure…
Location
Mission, Kansas, United States
Company size
Who is Dana Dell? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dana Dell is listed as Found My New Adventure… at Petrovic Financial Services, a company with 1 employees, based in Mission, Kansas, United States. AeroLeads shows a work email signal at waddell.com and a matched LinkedIn profile for Dana Dell.
Dana Dell previously worked as Office Manager at Petrovic Financial Services and Looking… at Looking. Dana Dell holds Associate Of Arts (Aa), Business Administration, Gpa 3.37 from University Of Phoenix.
Company email context
Email format at Petrovic Financial Services
This section adds company-level context without repeating Dana Dell's masked contact details.
{first}.{last}@waddell.com
89% confidence
AeroLeads found 2 current-domain work email signals for Dana Dell. Compare company email patterns before reaching out.
Profile bio
About Dana Dell
Dana Dell is a Found My New Adventure… at Petrovic Financial Services. She possess expertise in customer service, microsoft word, call centers, training, data entry and 18 more skills.
Listed skills include Customer Service, Microsoft Word, Call Centers, Training, and 19 others.
Current workplace
Dana Dell's current company
Company context helps verify the profile and gives searchers a useful next step.
Petrovic Financial Services
11 roles · 13 years
Dana Dell work experience
A career timeline built from the work history available for this profile.
Looking…
Looking
Aug 2021 - Dec 2021
Associate
Currently Seeking A New Adventure
Aug 2021 - Dec 2021
Senior Brokerage Representative
May 2019 - Nov 2019
Brokerage Senior Associate
Brokerage Associate for 6 years. I worked in different departments to include Transfers and the Brokerage Call Center. I worked with advisors and customers and co-workers and other financial companies. I have excellence awards for superior customer service.
Nov 2013 - Nov 2019
Senior Quality Associate Brokerage Operations
Quality checking transactions in an effort to minimize errors and keep our advisors and clients happy.
2013 - Nov 2019
New Accounts Associate
As a new accounts associate I enter account holders data into our system. I also search the database and make sure all account holder information is accurate and if not I send it back to the advisors for clarification. I add beneficiaries to account holders profiles. I make sure accounts have account numbers. I also go through the returned mail and update.
Apr 2013 - Nov 2013
Brokerage Services Transfer Associate
Waddell And Reed
My main responsibility in the transfer department is to transfer clients assets from outside accounts into their brokerage accounts. I work closely with our advisors to make sure everything is just how the client wants things.
Nov 2013 - Nov 2019
Administrative Sales Coordinator
Administrative Sales Coordinator for Humana in the MarketPOINT department in the Kansas City area. As a sales coordinator, I was support for the sales team and the entire office. I took on many different administration duties from inventory control to processing applications to working at the Guidance Center and anything in between. I am honored to have.
Sep 2010 - Jun 2012
Travel Consultant
Pathfinder Travel
Full service travel agent, booking vacation packages, airline tickets, cruises, hotels, rental cars, FIT packages, Booking Adventures!Laid off
Apr 2008 - Apr 2009
Medical Records Specialist
Hooper Holmes/ Infolink
I was in charge of obtaining medical records for life insurance policies held by New York Life Insurance, faxing, emailing, mailing via DHL and regular mail, making payments by check and credit card, working with Life Insurance agents, speaking with Medical Facilities in many different cultural groups to obtain the patient’s medical records, teamwork.
Sep 2006 - Jan 2008
Team & coworkers
Colleagues at Petrovic Financial Services
Other employees you can reach at petrovicweaverfinancial.com. View company contacts for 1 employees →
BS
Bryson Slater, Cfp®
Colleague at Petrovic Financial Services
Kansas City, Missouri, United States, United States
View →
BB
Ben Beikmann
Colleague at Petrovic Financial Services
Manhattan, Kansas, United States, United States
View →
MB
Marilyn Brohm
Colleague at Petrovic Financial Services
Kansas City Metropolitan Area, United States
View →
RW
Ryan Ward
Colleague at Petrovic Financial Services
Mission, Kansas, United States, United States
View →
Bryson Slater, Cfp®
Colleague at Petrovic Financial Services
Kansas City, Missouri, United States, United States
View →
BB
Ben Beikmann
Colleague at Petrovic Financial Services
Manhattan, Kansas, United States, United States
View →
MB
Marilyn Brohm
Colleague at Petrovic Financial Services
Kansas City Metropolitan Area, United States
View →
RW
Ryan Ward
Colleague at Petrovic Financial Services
Mission, Kansas, United States, United States
View →
2 education records
Dana Dell education
Associate Of Arts (Aa), Business Administration, Gpa 3.37
Education record
Trade School
FAQ
Frequently asked questions about Dana Dell
Quick answers generated from the profile data available on this page.
What company does Dana Dell work for?
Dana Dell works for Petrovic Financial Services.
What is Dana Dell's role at Petrovic Financial Services?
Dana Dell is listed as Found My New Adventure… at Petrovic Financial Services.
What is Dana Dell's email address?
AeroLeads has found 2 work email signals at @waddell.com for Dana Dell at Petrovic Financial Services.
Where is Dana Dell based?
Dana Dell is based in Mission, Kansas, United States while working with Petrovic Financial Services.
What companies has Dana Dell worked for?
Dana Dell has worked for Petrovic Financial Services, Looking, Currently Seeking A New Adventure, Waddell & Reed, and Waddell And Reed.
Who are Dana Dell's colleagues at Petrovic Financial Services?
Dana Dell's colleagues at Petrovic Financial Services include Bryson Slater, Cfp®, Ben Beikmann, Marilyn Brohm, and Ryan Ward.
How can I contact Dana Dell?
You can use AeroLeads to view verified contact signals for Dana Dell at Petrovic Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Dana Dell attend?
Dana Dell holds Associate Of Arts (Aa), Business Administration, Gpa 3.37 from University Of Phoenix.
What skills is Dana Dell known for?
Dana Dell is listed with skills including Customer Service, Microsoft Word, Call Centers, Training, Data Entry, Microsoft Excel, Vacation, and Cruises.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Dana Dell you were looking for.
View similar profiles
