Holistiplan
Dana S. started working at Thrivent in 1997 as an Advanced Markets Consultant. They held this role until November 2017 when they became the Manager - Advice Tools. Dana S. worked in this position until December 2022. In January 2023, they began working at Holistiplan as a Product Manager.
Dana S. obtained a Bachelor's degree in Finance, General from Minnesota State University Moorhead, where they studied from 1987 to 1992. In addition to their degree, they have obtained two certifications: CFP® in October 2003 and RICP® (obtained date unknown). No information about the institutions that granted these certifications is provided.
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Holistiplan
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