Assistant Account Reconciliation
Jody Katravas joined Dana Investment Advisors in May 2013 as a Trading Assistant. Jody graduated from the Waukesha County Technical College with an Associate’s degree in Finance. She works closely with the Portfolio Managers, Brokers, Custodians and Trading team to expedite allocations, trades and settlement for all fixed and equity accounts. Prior to joining Dana, Jody worked in the financial field for 10 years at Waukesha State Bank in various positions including their Investment Department.