Dana Anton
Program Strategy & Operations | Relationship Management | Project Management | Client Success | Team Leadership
- Role
- Operations Manager at The Legacy Foundation
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
About Dana Anton
A results-driven program leader with broad expertise in relationship management, client success, project management, operations, job board implementation & management, budget & vendor management, and training & development. Proven track record of collaborating with cross-functional teams, effectively communicating with all levels of leadership, and delivering impactful presentations. Adept at designing and implementing processes to drive organizational efficiency, improve financial stewardship, and foster stakeholder engagement. A reliable and strategic leader committed to enhancing productivity, upskilling team members, ensuring compliance, and delivering value to both customers and key stakeholders.
Experience
Operations Manager
Dec 2024 — Present · Charlottesville, VA, US
Manage client onboarding process & ongoing relationships, open/monitor financial accounts, and serve as team liaison to delegate tasks between portfolio management & client services. Facilitate money movements & withdrawal requests, and ensure regulatory documents are filed on a timely basis. Monitor firm compliance with industry rules and regulations. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and The Legacy Foundation are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
American National University
Business Administration and Management, General
2002
University of Phoenix
Business Administration and Management, General
2009
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