Dana joined Centurion in 2014 and has been in the retirement plan industry since 2005. She is responsible for coordination of Centurion services, as well as supporting client acquisition and retention efforts for corporate, governmental and non-profit clients. In addition, she provides participant services including employee education, one-on-one meetings and attends benefit fairs.
Prior to joining Centurion, Dana worked at a nationally recognized retirement plan consulting firm where she was responsible for consulting on plan design and DOL regulatory issues, employee education and plan fee benchmark studies for the firm’s largest clients. She also served as the point person for financial education and organized educational events for plan participants, investment committee members, and plan fiduciaries.
Dana received her Bachelor of Arts degree from Indiana University of Pennsylvania and holds FINRA Series 6 and 63 licenses.