Dana J. Email & Phone Number

Tampa, Florida, United States

- Advocate for Institutional ($50m-$100b) US equity portfolio managers and research analysts to get connected with, and consistently use, our top-rated Raymond James equity platform and resources. - Consistently connect PMs and Analysts with Raymond James analyst research, corporate access, industry data, and banking relationships that would best help them succeed considering their investment objectives.- Maintain strong long-standing personal and firm relationships.- Build completely new relationships through prospecting, cold-calling, and client referrals.- Build and maintain internal databases, both using internal data and external data/software, analyzing data, and then writing and presenting reports.

Tampa/St. Petersburg, Florida Area

Tampa/St. Petersburg, Florida Area

Tampa/St. Petersburg, Florida Area

- Promote the creation of proprietary, value-added, equity research that focuses on the drivers of each stock or industry throughout the equity research department. - Promote cross-collaboration between analyst teams.- Created proprietary data collection and analysis techniques, wrote reports summarizing findings, worked with team to bring findings to each analyst and promote higher value research.- Summarize and relay specific feedback between sales and research to promote better research.

Arlington, Va

Perform research and economic analysis regarding:- innovative start-ups within the US healthcare industry- financial markets in place for higher education lending- pensions and retirement accounts within the private and public sectorPerform prospective and retrospective impact analysis regarding the effects of certain regulations on industry, stakeholders, and the market/economy as a whole.

Washington D.C. Metro Area

Economic Analyst for the Senate Committee on Health, Education, Labor, and Pensions.Analyze and research current and prospective policy issues from an economics standpoint: Impact Analysis, Cost Benefit Analysis, Market/Industry/Stakeholder Analysis.Utilize and transform data pertaining to policy issues, develop a position supported by the data. Present findings and advise management on economic policy positions. Cover issues in all areas of Health, Education, Labor, and Pensions including pension advances, student loans, medical device and drug investment, health insurance and health sector changes, etc.

Tampa/St. Petersburg, Florida Area

Personally generated over $400,000 in sales revenue for the company while in a part time capacity.Used cold-calling and pre-generated leads to contact small and medium enterprise businesses.Built relationships with clients while listening to their wants, needs, issues, and input.Designed and presented a best fitting solution using company products to potential clients.Overcame objections, persuaded executives, and negotiated terms to come to an agreement.

Norfolk, Virginia Area

Cold-calling, direct to consumer sales. Selling security systems and Smart Home Automation door-to-door during the summer sales period.

Brandon, Fl

Performed financial analysis such as cost analysis, break even analysis, and EFN.Managed accounting systems and tasks.Worked to ensure customer satisfaction. Assisted in project planning stages of job installation. Facilitated communication between customer and our technical staff.

Tampa, Fl

Used analytical thinking skills to give input regarding business decisions based on company financial analysis results.Observed impact of inventory levels and turns with respect to customer satisfaction and financial performance. Learned the many roles played regarding what it takes to keep a company website current, working, sleek, and appealing to the customer.

Master Of Arts (M.A.), Economics, Overall Gpa: 3.70

Bachelor Of Science (B.S.), Finance, 3.91 Magna Cum Laude

Activities and Societies: Honors College, Bulls Business Network, Economics Club, Corporate Mentor Program, Italian Culture and Language.

Bachelor Of Science (Bs), Business Economics, 3.85 Magna Cum Laude

Activities and Societies: Honors College, Bulls Business Network, Economics Club, Italian Culture and Language Club3.81 Overall GPA.