Lana began her career in the financial services industry as a paraplanner on a team focused on financial planning services. While she continues to devote some of her time to our team’s financial planning operations, she has expanded her duties and currently predominantly operates as our New Business Analyst in charge of Investments. She works closely with our clients to deliver unmatched service in leading our team’s broker dealer new business operations.
She and her family live an active lifestyle, taking advantage of everything NY’s gorgeous Hudson Valley region has to offer. Skiing, hiking and playing tennis are just a few of the activities they like to share during their free time which helps to keep them in shape for the Russian dancing that takes place when Lana picks up the guitar.
Lana is both Series 7 and 63 licensed and is a graduate of Baruch College where she majored in Finance and minored in Psychology.