Dana Mahoney is an experienced marketing executive with a focus on digital marketing, lead generation and nurturing. She brings a strong focus on results generation through content marketing, automated marketing platforms, and paid search programs. She is an analytical, creative, results-oriented problem solver who is committed to developing people, growing revenue, and increasing market share for FiComm clients.
Dana joined FiComm Partners from the independent consulting world, prior to which she ran marketing at Wealthvest, an FMO, for three years. During her time at Wealthvest, topline revenue quadrupled through a blend of innovative digital and traditional marketing programs and development of new financial services product offerings. Dana implemented automated marketing systems to generate and nurture B2B and B2C leads, move leads down the sales funnel, and convert prospects to clients for financial advisors. She also managed new product development, pricing strategy, and go-to-market plans for proprietary financial services products. Her experience in financial services is extensive, having spent time at both Cantor Fitzgerald and Salomon Brothers early in her career.
Dana received her MBA from UCLA’s Anderson School of Management, her M.A. in Communications Management from the University of Southern California, and her B.A. in Mass Communications from the University of California, Berkeley.