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Dana M. Email & Phone Number
Advisory Team Analyst
at
JFG Family Office
1 work email found
@colorado.edu
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Who is Dana M.? Overview
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Quick answer
Dana M. is listed as Advisory Team Analyst at JFG Family Office, based in United States. AeroLeads shows a work email signal at colorado.edu and a matched LinkedIn profile for Dana M..
Dana M. previously worked as Project Support at Mantis Innovation and Student Assistant at Career Services at University Of Colorado Boulder. Dana M. holds Master'S Degree, Finance And Risk Analysis from Sapienza Università Di Roma.
Company email context
Email format at JFG Family Office
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*@colorado.edu
68% confidence
AeroLeads found 1 current-domain work email signal for Dana M.. Compare company email patterns before reaching out.
Profile bio
About Dana M.
Passed the July 2023 CFP Exam. Currently pursuing my Master's Degree from Sapienza Universita di Roma in the School of Economics - focusing on Finance Risk and Data Analysis. 2023 Leeds School of Business Graduate with a B.S. in Business, emphasis in Finance and on the Personal Financial Planning Track.
Current workplace
Dana M.'s current company
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6 roles
Dana M. work experience
A career timeline built from the work history available for this profile.
Project Support
Current
May 2023 - Present
Student Assistant At Career Services
- Managed, assisted, and coordinated over fifteen different schedules to achieve a seamless office calendar. - Utilized multitasking abilities to complete projects to satisfy coworkers and customers.- Adapted to a virtual work environment while maintaining a high level of work quality.
Jan 2020 - May 2023
Wealth Advisory Intern
- Executed meeting preparation by analyzing current client portfolios and financial plans. - Inputted goals-based financial planning information into MoneyGuide Pro.- Engaged in client-directed conversations during meetings.
Jun 2022 - Aug 2022
Accounting And Operations Intern
- Spearheaded an operational outline for a new business division with high profitability potential - Processed and uploaded more than 80 vendor invoices daily and assisted in month-end bank reconciliations. - Embraced a problem-solving environment that required self-motivation and flexibility.
May 2021 - Sep 2021
May 2019 - Aug 2019
4 education records
Dana M. education
Master'S Degree, Finance And Risk Analysis
Bachelor Of Business Administration - Bba, Finance - Personal Financial Planning, Senior
Education record
Education record
Chatfield High School
FAQ
Frequently asked questions about Dana M.
Quick answers generated from the profile data available on this page.
What company does Dana M. work for?
Dana M. works for JFG Family Office.
What is Dana M.'s role at JFG Family Office?
Dana M. is listed as Advisory Team Analyst at JFG Family Office.
What is Dana M.'s email address?
AeroLeads has found 1 work email signal at @colorado.edu for Dana M. at JFG Family Office.
Where is Dana M. based?
Dana M. is based in United States while working with JFG Family Office.
What companies has Dana M. worked for?
Dana M. has worked for Jfg Family Office, Mantis Innovation, University Of Colorado Boulder, Cla (Cliftonlarsonallen), and Windcrest Healthcare Center, Inc..
How can I contact Dana M.?
You can use AeroLeads to view verified contact signals for Dana M. at JFG Family Office, including work email, phone, and LinkedIn data when available.
What schools did Dana M. attend?
Dana M. holds Master'S Degree, Finance And Risk Analysis from Sapienza Università Di Roma.
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