Dana Walsh
Senior Director at Circle Wealth Management, Llc
Based in New York, United States
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Seniority
Director
Department
General Business & Management
Location
New York
Industry
Investment Management
Company size
23
Contact information
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d•••••••@circlewm.com
Phone
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Background
About Dana Walsh
As a Senior Director at Circle Wealth Management, LLC, I leverage my CPA certification and over 18 years of experience in the financial industry to provide strategic guidance and leadership to our team. I have a strong background in accounting, having earned my BS from SUNY Albany in 2007. My career progression within the company reflects my commitment to excellence and continuous learning. I am passionate about helping clients achieve their financial goals and building long-term relationships based on trust and integrity.
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