Dana Dell is the office manager for Petrovic Financial Services. She joined the firm in December 2021. Dana handles the day-to-day office management and administrative projects such as billing and supplies. She is also Alex’s right hand in completing multiple administrative projects as they arise. She will be cross-training with Jeannine Shaffer to assist in scheduling, establishing new accounts and paperwork for transfers and withdrawals.
Dana has a rich work history and has a lifetime of customer service experience. She has worked at the busy TWA call center, Humana and recently completed 7 years of client services with Waddell and Reed.