Dana Bellin - Executive Advisor Assistant

I am a 1997 graduate of the University of Wisconsin-Madison. I graduated with a Bachelor of Business Administration in Marketing and Management. 

After graduation, I worked for a local internet company for nine years in customer service, as a business analyst, and in process management and improvement. I spent the next chapter of my life at home raising my children and running an in-home daycare. This opportunity gave me a rare insight as to what it takes to run a small business.

In September 2013, I joined the team at Innovative Financial, Inc. My duties include interfacing with clients and team members, performing general office duties, client support, and other special projects. This experience and my background has enabled me to be a valuable resource for the firm and its clients.

Dana Bellin