Pershing accessClient Login
< Back to the team

Deborah Dana

Senior Vice President, Operations & Advisory Support

Deborah has dual roles as a Compliance Officer and Operations & Human Resources Manager. Prior to joining Bel Air Investment Advisors LLC in 2005, she held positions as Assistant Vice President, Manager of Conversions/New Client Implementation and Client Relationship Manager for Fiserv Securities, a custodian and clearing firm. Deborah also served as Vice President of Client and Brokerage Services for WM Financial Services Inc. (Washington Mutual Bank’s Broker/Dealer). She also spent time in roles at Smith Barney and Merrill Lynch, and her work experience has taken her to New York City, Philadelphia, Chicago and London.

Deborah is an avid runner and has completed the New York Marathon. She received a B.S. in Business Management from California State University, Long Beach. She holds FINRA Licenses including the Series 7, 63 and 24.