Dana Gray

Senior Vice President, Senior Relationship Advisor

Role: Senior Trust Advisor at Northern Trust
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Senior Trust Advisor
Northern Trust
Feb 2006 — Present · Century City, CA, US
Responsible for advising clients on estate planning, wealth transfer techniques and the administration of trusts for high net worth clients and large family relationships.

Education

Whittier Law School
JD, Law
Loyola Marymount University
BA, European Studies/Civilization
Golden Gate University, School of Law
LLM, Tax
Loyola Rome
International Relations

Skills

Investment Strategies
Financial Modeling
Financial Planning
Retirement
Bonds
Strategic Financial Planning
Wills
High Net Worth Individuals
401k
Inheritance Tax Planning
Philanthropy
Wealth
Wealth Management
Trust Management
Banking
Trust Services
Tax Law
Trusts
Wealth Management Services
Estate Tax Planning
Estate Planning
Cash Management
Financial Advisory
Asset Protection

Contact information

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Work email
d••••••••@ntrs.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Northern Trust

Financial Services · 10K employees · Founded 1889 · 50 S. La Salle, Chicago, Illinois, 60603, US

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across five core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Join a Team That’s Made for Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. As of December 31 2024, Northern Trust had: $16.8 trillion assets under custody/administration $13.3 trillion in assets under custody $1.6 trillion in assets under management $156 billion in banking assets Stay connected with us: NT Careers Facebook - https://www.facebook.com/ntcareers Northern Trust Instagram - https://www.instagram.com/northerntrustcompany/

northerntrust.com

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Experience

Senior Trust Advisor

Education

Whittier Law School

Loyola Marymount University

Golden Gate University, School of Law

Loyola Rome

Skills

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