As CEO, Dana is responsible for firm-wide management, business development, strategic planning, and investor relations. Dana has spent three decades working in finance, compliance, and management roles in the investment industry. She has been with the firm since its inception in 2009, serving as COO and CCO before becoming CEO in January 2023. Prior to joining Preserver, Dana served as Vice-President at FTN Financial Capital Markets and CCO at Channing Capital Management. She holds a BBA in Accounting from The University of Tennessee. Beyond her professional roles, Dana is deeply involved in philanthropy and community service, particularly in financial literacy and economic empowerment. S