Dana Rohan
Senior Analyst at Klein Financial Corporation- Claim this Profile
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Bio
Experience
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Klein Financial Corporation
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United States
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Real Estate
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1 - 100 Employee
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Senior Analyst
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Jun 2023 - Present
Palo Alto, California, United States
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Real Estate Analyst
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Apr 2021 - Jun 2023
Palo Alto, California, United States
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PwC
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Professional Services
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700 & Above Employee
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Senior Associate
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Jul 2020 - Apr 2021
San Francisco, California, United States Core assurance senior associate for the San Francisco Financial Services team working with asset management clients to perform hedge fund, mutual fund, and real estate fund audits.
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Associate
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Sep 2018 - Jul 2020
San Francisco Bay Area Core assurance associate focused on asset management clients, and experience working on hedge fund and real estate audits.
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PwC
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Professional Services
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700 & Above Employee
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Intern
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Jun 2017 - Aug 2017
San Francisco Bay Area
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Student Ambassador
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Sep 2014 - Dec 2016
Berkeley, CA Organize statistics of high school recruits for coach accessibility Oversee and conduct correspondence between the department and recruits Answer questions posed by parents of the recruits about Cal student life and academics Help lead recruits on official visits during home games Assist with the management of Cal football alumni event logistics
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Blanchard
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United States
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Business Consulting and Services
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100 - 200 Employee
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Sales and Marketing Intern
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Jun 2015 - Aug 2015
Escondido, CA Assisted salespersons with pre- and post-sale client relations activities Conducted industry-based and client-based marketing research Created PowerPoints and other visual aids for client presentations Proofread, personalized, and formatted RFP’s for clients Attended several leadership and teamwork workshops put on by the Ken Blanchard Companies
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Head Hostess
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Jan 2014 - Aug 2015
Pacific Beach
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Education
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University of California, Berkeley
Bachelor's degree, Economics and Accounting