Dana Jones, Chair
Dana has over 20 years’ experience in the Financial Services Industry. She is a Sr. Business Consultant, at TIAA, specializing in transitioning and on-boarding new academic and newly added retirement and record keeping services, assist in optimizing engagement center performance, acting as a liaison with field leaders and operations, and finally enhancing the institutional relationship with our largest and most diverse academic institutions. Dana also served on TIAAs Diversity & Inclusion Council and Co-chaired the Dallas LGBT Affinity group.
Prior to joining TIAA in March 2011, Dana was Director of Implementation at Ameriprise Financial. During her 17 year career there, Dana served in a variety of Leadership capacities in areas such as Individual Financial Planner, Plan Production, Customer Service Manager, and Compliance OSJ Branch Supervisory Support.
Dana holds a B.S. in Business Administration from Wright State University, Dayton/Fairborn Ohio and a FINRA Series 7 license. She enjoys time with her spouse Raven, their boxer Bailey, attending the NCAA Final Four Men and Women’s Basketball championships, and traveling with family and friends.
Dana has attended CSLDallas since 2011, is passionate about the teachings and growth of CSLDallas and with gratitude serves as the 2017 and 2018 CORE Council Chair.