Summary
Overview
Work History
Education
Skills
Websites
Community Service
Languages
Timeline
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DANA OF ROSENBORG SMITH

Charlotte,NC

Summary

Results-oriented senior finance analyst skilled in optimizing financial performance and driving business insights, with proven expertise at Wells Fargo, excelling in financial reporting and analysis. Leveraged Power BI to enhance efficiency and drive business insights. Adept in business development and market research, consistently delivering impactful business and strategic insights. Proven ability to work independently, as well as collaboratively with teams, to solve sophisticated financial problems.

Overview

21
21
years of professional experience

Work History

Senior Finance Analyst for DDIS

Wells Fargo, WIM Finance
Charlotte, NC
05.2025 - Current
  • Responsible for financial reporting for Digital & Direct Investor Solutions and Wells Fargo Advisor Solutions. Created and responsible for weekly KPI reports.
  • Responsible for decisions and reports regarding compensation for bankers utilizing SQL queries, asset flow, and pseudo trades.

Senior Finance Analyst for the Employee Advisor and Digital Direct Channels

Wells Fargo, WIM Finance
Charlotte, NC
06.2024 - 05.2025
  • Responsible for decisions and reports regarding compensation for bankers utilizing SQL queries, asset flow and pseudo trades.
  • Responsible for financial reporting for Wells Fargo Advisor Solutions and a variety of other reports to support our team.

Senior Financial Analyst for Digital

Wells Fargo, WIM Finance
Charlotte , NC
05.2022 - 06.2024
  • Researched fractional shares and created a financial model. The new financial model, which included fractional shares, helped refine the forecast for the relaunch of WellsTrade. This led to WellsTrade offering fractional shares.
  • Insights I provided regarding compensation for financial advisors improved the compensation model. This helped current clients and increased assets for WellsTrade.
  • Led the creation of new reports in Power BI and helped lead our team to transition to the new strategy within the finance department. Refined and corrected important aspects of two reports I inherited.
  • Responsible for financial reporting for Digital, which includes WellsTrade, Wells Fargo Advisor Solutions, and Intuitive Investor.
  • Researched acats and created a financial analysis that proved the efficacy of the banking relationship, the impact and the shift that happened for new assets and accounts from acats and the retention for assets from acats and accounts.

Financial Advisor

Merrill Lynch Wealth Management
New York, USA
08.2018 - 12.2019
  • Prospected and located potential clients through networking events, referrals, personal networks.
  • Prospects and clients were sophisticated high net worth individuals with a minimum of 300k investable assets.
  • Provided comprehensive financial planning, including, but not limited to: investments, retirement, estate, education, tax, mortgage, lending, and protection planning.
  • Used asset allocation as well as market and investment research tools to create investment portfolios, including, but not limited to: stocks, bonds, mutual funds, separately managed accounts, hedge funds, and exchange-traded funds.

CEO and Founder

Kulvase
New York, USA
07.2012 - 08.2018
  • Successfully built a business to produce and sell our product. Led all aspects of the product and business development: ideation, research, production, design, marketing, and sales.
  • Utility patent achieved: environmental conditioning system for cut flowers and other flora - us 9084397. Scientific research for two years.
  • Designed the exterior part of the product, the electronic cooling component within the stand, the logo, the website, the booths at NY Now, Philadelphia Flower Show, Americasmart, and IHRMS. Kulvase was featured in Huffington Post and House Beautiful.
  • Drove sales through online stores, gift shops, the website, and trade shows. Created an advertising campaign with Newswatch to be shown on the Discovery channel.
  • Set up an assembling line for the electronic cooling component and a production line for our handmade ceramic vases.
  • Built a successful partnership with Middle Kingdom to produce one of the vases. Traveled to their kiln in Jingdezhen, China. Negotiated favorable selling agreements, business contracts, production and manufacturing agreements.

Regional Sales Representative

OppenheimerFunds
New York, USA
11.2007 - 07.2010
  • Partnered with the regional sales manager to sell mutual funds, separately managed accounts, retirement plans, and hedge funds.
  • Prospected and built relationships with financial advisors and assisted them with portfolio allocation, product information, and market research.
  • Appointed to represent Oppenheimerfunds at an annual national conference for American Portfolios. Built relationships with the representatives of American Portfolios, resulting in an increase of 15% in the market share of financial advisors utilizing Oppenheimerfunds.
  • Exceeded sales goals for mutual funds by 22%, global funds by 31%, and retirement plans by 18%. Responsible for $315 million in sales in 2009.

Product Specialist

OppenheimerFunds
New York, USA
04.2006 - 11.2007
  • Drove sales in partnership with Regional Sales Representatives and Regional Sales Managers.
  • Assisted financial advisors in making fund selections, and creating portfolio allocations for their clients.
  • Provided product information and market research while uncovering sales opportunities.
  • Exceeded sales goals by 25%.

Financial Advisor

Ameriprise Financial
New York, USA
08.2004 - 04.2006
  • Prospected and located potential clients through marketing events, seminars, and telecommunications.
  • Provided comprehensive financial planning, including, but not limited to: investments, retirement, estate, education, tax, and protection planning.
  • Used financial planning concepts to provide specific recommendations to address issues and concerns.
  • Used asset allocation as well as market and investment research tools to create investment portfolios, including, but not limited to, stocks, bonds, mutual funds, and exchange-traded funds.

Education

MBA - Business Administration

IESE Business School
Barcelona, Spain
05-2012

Bachelor of Arts - Mathematics and Economics

Smith College
Massachusetts, US
05-2004

Bachelor of Arts - Mathematics and Economics

University of Queensland
Brisbane, Australia
11.2002

Skills

  • Business Development
  • CRM
  • Essbase
  • Factset
  • Financial Analysis
  • Financial Reporting
  • Market Research
  • Access
  • Morningstar
  • MS Office
  • Power BI
  • Data analysis
  • Relationship management
  • SQL

Community Service

  • Volunteering at the Junior League for 15 years. I focused mostly on children.
  • Member of the advisory council for Glamour Girls, a volunteering organization to help elderly women.

Languages

English
Native/ Bilingual
Danish
Native/ Bilingual

Timeline

Senior Finance Analyst for DDIS

Wells Fargo, WIM Finance
05.2025 - Current

Senior Finance Analyst for the Employee Advisor and Digital Direct Channels

Wells Fargo, WIM Finance
06.2024 - 05.2025

Senior Financial Analyst for Digital

Wells Fargo, WIM Finance
05.2022 - 06.2024

Financial Advisor

Merrill Lynch Wealth Management
08.2018 - 12.2019

CEO and Founder

Kulvase
07.2012 - 08.2018

Regional Sales Representative

OppenheimerFunds
11.2007 - 07.2010

Product Specialist

OppenheimerFunds
04.2006 - 11.2007

Financial Advisor

Ameriprise Financial
08.2004 - 04.2006

MBA - Business Administration

IESE Business School

Bachelor of Arts - Mathematics and Economics

Smith College

Bachelor of Arts - Mathematics and Economics

University of Queensland

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