Dana Branham
CERTIFIED FINANCIAL PLANNER™ Professional
- Role
- Senior Manager at Cetera Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Dana Branham
Over 15-year track record demonstrating progressive experience in finance and customer service. Dedicated to establishing, managing, and deepening relationships with clients. Focused on improving organizational effectiveness and efficiencies within and across teams. Thrives on execution and identifying ways to add value to the team’s and organization’s goals.
Experience
Senior Manager
Apr 2025 — Present
Education
University of Kentucky
MBA
Howard University
BBA
Skills
- Asset Managment
- Disability Insurance
- Strategic Planning
- Strategic Financial Planning
- Portfolio Management
- Retirement Planning
- Life Insurance
- Investments
- Long-Term Care
- Financial Goals
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