Dana has been in the financial services industry for 25 years. Dana is a Registered Securities Principal through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He holds FINRA Series 24 General Securities Principal registration, a Series 8 NYSE Branch Manager's registration, a Series 65 Uniform Investment Advisor registration, a Series 7 General Securities Representative registration through Commonwealth Financial Network, and a Rhode Island life, accident, and health insurance license. Dana is responsible for the daily operations and oversight, as well as all compliance-related functions, of the BankRI Investment Services program. He is a former senior registered representative of Quick & Reilly. Dana attended Franklin Pierce College, where he majored in finance. Dana resides in Cranston with his wife and daughter. Dana volunteers his time serving as treasurer for Rock and Jock Charities and at St. Mary's School in Cranston.