- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Dana is responsible for advising clients on estate planning, wealth transfer techniques and the administration of trusts.
Experience
Prior to joining Northern Trust, Dana was a Director of Strategic Planning at Quintile Wealth Management in West Los Angeles, working with high net worth individuals to design their gifting vehicles and comprehensive estate plans. Prior to that, she was a Director of Strategic Planning at myCFO in the Los Angeles office. Dana also worked at Deloitte & Touche, LLP in the Estate, Gift and Trust Group. Dana practiced as an attorney specializing in estate planning, drafting and implementing living trusts and representing clients in probate court.
Community Involvement
Dana is a member and has served as co-chair of the Estate Counselors Forum in West Los Angeles. Dana has been an active supporter of the Bob Hope USO at Los Angeles International Airport.
Joined Northern Trust
2006
Education
Bachelor of Arts in European Studies from Loyola Marymount University. Juris Doctor from Whittier College Master of Law in Taxation from Golden Gate University.
Credentials
Certified Financial Planner (CFP). Member of the California State Bar Association.
Los Angeles
By Appointment Only | Cash Services Available | ATM Available
2049 Century Park East
Suite 3600
Los Angeles, California 90067