Dana is a managing director of Private Banking in the Dallas office overseeing banking and lending for families of significant wealth. Since joining Wells Fargo in 1988, Dana’s varied experience includes serving the banking needs of private equity firms and their portfolio companies, Fortune 500 corporations, and high-net-worth families with a primary focus on custom lending solutions. She has been in the banking industry for over 35 years.
Prior to joining Abbot Downing in 2019, Dana held senior positions as a relationship manager in Wells Fargo’s Corporate Banking Group. She also spent 20 years with Wells Fargo’s Financial Sponsors Group where she focused on financial sponsor coverage for private equity firms and arranged acquisition financing for their portfolio companies.
Dana is a SAFE-registered mortgage loan originator (NMLSR ID 1861092).
Dana earned her bachelor’s degree in finance and international business from The University of Texas at Austin. She is an active supporter of animal welfare and education causes.
Dana and her family reside in Dallas, Texas.