Dana L. Sergeant
Client Service Administrator
Areas of Expertise:
Client service, portfolio accounting, organizing anything and everything
Favorite Pastimes:
Going on adventures with my kids, yoga, reading, traveling
Hometown:
Oak Park, Illinois
Loves:
Hallmark movies in book form, charcuterie boards, the beach, my family
GC Tour of Duty:
2025 to present
Dana L. Sergeant
Client Service Administrator
I hold a Bachelor’s Degree in International Commerce from Niagara College and have over 15 years of experience in the financial services industry. Throughout my career, I have worked for both large wealth management institutions and smaller regional financial planning firms, gaining expertise in portfolio administration and relationship management.
At the firm, I am a key member of our operations team, focusing on client service, portfolio accounting, and client reporting.
I reside in Cranberry Township with my husband, two young daughters, and an energetic labradoodle. In my spare time, I enjoy traveling with my family, volunteering with youth activities, and engaging in my community.
Areas of Expertise:
Client service, portfolio accounting, organizing anything and everything
Favorite Pastimes:
Going on adventures with my kids, yoga, reading, traveling
Hometown:
Oak Park, Illinois
Loves:
Hallmark movies in book form, charcuterie boards, the beach, my family
GC Tour of Duty:
2025 to present
