Dana Ulstad
Private Client Manager @Bank of America
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WORK HISTORY
Private Client Manager @Bank of America
Sarasota County, FL, US
Coordinates investments, estate planning, tax strategy, and long‑term financial goals.Acts as the main point of contact for clients, often handling sensitive or complex personal matters. Demonstrated strong leadership and management skills by guiding cross‑functional teams while serving as a key liaison between clients and internal stakeholders.Led collaborative initiatives, managing team performance and maintaining seamless communication with clients to ensure alignment and successful outcomes.
EDUCATION
Quinnipiac University - School of Business
BS, Computer Information Systems
SKILLS
ABOUT DANA ULSTAD
Presidents Council 2011,2009,20••••12- Manage a branch with over $128 Million in Deposits2012-#1 ranking branch in New Haven County for 1st & 2nd Quarter2011- Ranked 3rd highest bankwide for Home Equity Units ClosedBranch ranked highest incentive points for New Haven County- 3rd place bank wide MVP Branch 3 times Recieved Rolling Quarter Bonus for 8 years
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