Dana Randall strives in all of her interactions to provide first class client service and support for the financial advisors. Dana started in the financial industry in 2003, as a Sales Assistant for a growing office. She is now the Operations Manager in our office supporting five financial advisors.
Along with being the first person most clients speak with on a daily basis, Dana’s role also concentrates on the day-to-day areas of client relations, marketing, compliance and operations. She is also in charge of planning and organizing client events throughout the year.
She has lived in Scottsdale since 1996 and likes to use her creative side doing mosaic projects, and she also enjoys golf, swimming and hiking/biking. Dana tries to give back to her community by volunteering with the HandsOn Greater Phoenix group.