Deborah Dana

As Chief Operating Officer, Deborah oversees Operations, Advisory Support, and key strategic initiatives. During her time at Bel Air, Deborah has served in roles of increasing responsibility, acting previously as a Compliance Officer and Operations & Human Resources Manager. Prior to joining Bel Air in 2005, she held positions as Assistant Vice President, Manager of Conversions/New Client Implementation and Client Relationship Manager for Fiserv Securities, a custodian and clearing firm. Deborah also served as Vice President of Client and Brokerage Services for WM Financial Services Inc. (Washington Mutual Bank’s Broker/Dealer).

She received a B.S. in Business Management from California State University, Long Beach and holds FINRA Licenses including the Series 7, 63 and 24. A runner, Deborah has completed the New York and Los Angeles Marathons.