Dana has been employed in the financial services industry since 2007. She gained experience through her working career with companies such as MassMutual and Northwestern Mutual before joining Rockdale. While at Northwestern she was an Associate Financial Representative and specialized in helping advisors work with their clients to intergrate retirement, estate and business plans.
Dana joined our team in July 2014 - as our Operations Manager, she ensures Rockdale is utilizing the most efficient systems and that our clients receive a five star experience.
Dana currently resides in Toms River with her son Jaysen where they are both very involved with their local animal shelter.