How 1 former Wall Street investment advisor is disrupting the finance industry with her platform:
is a New York City-based investment advisor who has worked on Wall Street and at firms like Merrill Lynch, State Farm and SunTrust Bank. With her over 10 years of industry experience, Dana has developed a unique understanding of the finance industry and the challenges that it faces. With these challenges in mind, Dana created.
, how she expects , what it is and how it works?: Sure. was extremely important not just for the industry as far as visibility but then also allowing the end user, if that person happens to be a person of color, letting them know that we are here and we do exist and I think that sometimes in corporate and even in the independent space that I’m in, we don’t see a lot of that…sometimes you don’t necessarily find the person that might fit your needs…or you might even be intimidated by the person that you start talking to…sometimes being able to take...
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