Dana Lusardo joined Ancora in 2010. Her primary focus is to provide client support services including account documentation and reporting activities.
Before joining Ancora, Dana worked at RBC Wealth Management as an Assistant Complex Manager. She was responsible for the supervision of daily sales and trade-related activities of the nine complex branches and their employees. In addition, she provided risk assessment and document management services for new account set-up and account reviews. Prior to RBC, she worked as an Office Compliance Manager at Morgan Stanley where she managed and maintained compliance procedures for an office of 52 brokers and trainees.
Dana has almost two decades of experience in the investment industry. She holds several FINRA licenses that include Series 7, 8, 63 and 65 registrations. In addition she is insurance licensed.