Dana Valelly

Dana began her career in corporate finance at National Grid as an Associate Finance Business Partner, followed by a position as Vice President at Citibank in Operations and Risk Management. She now works on the Skyline team, headed by her father, as an Associate Financial Advisor at Wealth Enhancement. She credits her father as the inspiration behind her decision to become a Financial Advisor. In this position, she works to manage client relationships, assist with financial planning, monitor investments, and execute trades, all the while ensuring regulatory and firm compliance.

When she’s not in the office, Dana remains very active, stemming back to her days as a Division One volleyball player at Syracuse University. She loves to travel and try new restaurants. She lives in New York City with her fiancé while traveling to Dallas, Texas frequently.