Dana Rohan

Senior Analyst at Klein Financial Corporation
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area

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Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Senior Analyst
      • Jun 2023 - Present

      Palo Alto, California, United States

    • Real Estate Analyst
      • Apr 2021 - Jun 2023

      Palo Alto, California, United States

    • Professional Services
    • 700 & Above Employee
    • Senior Associate
      • 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.

    • Associate
      • 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.

    • Professional Services
    • 700 & Above Employee
    • Intern
      • Jun 2017 - Aug 2017

      San Francisco Bay Area

    • Student Ambassador
      • 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

    • United States
    • Business Consulting and Services
    • 100 - 200 Employee
    • Sales and Marketing Intern
      • 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

    • Head Hostess
      • Jan 2014 - Aug 2015

      Pacific Beach

Education

  • University of California, Berkeley
    Bachelor's degree, Economics and Accounting
    2014 - 2018

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