Client Service and Operations Associate
Angel joined Dana Investment Advisors in April 2022 and is currently working with Client Services. She graduated from the University of Wisconsin-Madison in 1992 with a BS degree. Angel is responsible for servicing client accounts including new account paperwork, trust accounts, asset transfers, custodian documents, contracts and processing cash requests. Her previous experience at Legacy Capital Partners maintaining Wealth Management Client Accounts led her to Dana Investment Advisors.