Dana Galenski, AWMA®

Wealth Preferred Advisor at BB&T
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US

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Credentials

  • AWMA®- Accredited Wealth Management Advisor
    College for Financial Planning
  • Series 6
    FINRA (Financial Industry Regulatory Authority)
  • Series 66
    Financial Industry Regulatory Authority
  • Series 7
    Financial Industry Regulatory Authority

Experience

  • BB&T
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Preferred Advisor
      • Jul 2019 - Present

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Premier Banker
      • Sep 2015 - Feb 2019

      Premier Bankers are trusted professionals to affluent customers, both consumer and small business customers, and respected partners to many financial professionals across the enterprise. We serve as the customers relationship manager to uncover their specific financial needs and goals. In this role, I've developed strong relationships with other Wells Fargo partners, which enabled me to build custom solutions for my clients. My goal is to help my customers succeed financially, and help with specific financial needs.

    • Licensed Personal Banker 2
      • Jul 2013 - Sep 2015

    • Licensed Personal Banker
      • Jun 2010 - Jul 2013

Education

  • University of Central Florida
    Bachelor's degree, Criminal Justice
    -

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