Dana Rhodes

Dana Rhodes has a diverse work experience in the financial services industry. Dana is currently working at SPS Family as the SVP of Advisory Services since March 2021. Prior to that, they worked at Riskalyze as the Managing Director of Enterprise Services from September 2019 to March 2021, and as the Managing Director of Major Accounts from September 2018 to September 2019. Dana also served as the VP of Advisory Services at Kestra Financial from January 2013 to August 2018. Earlier in their career, they worked at NFP Advisor Services, where they held multiple roles including AVP of Advisory & Investment Services Consulting from September 2010 to January 2013, Advisory & Investment Services Relationship Manager from January 2009 to September 2010, and Mutual Fund Sales Manager from April 2006 to January 2009. Prior to NFP, they worked at Invesco US as a Senior National Accounts Specialist from July 2004 to March 2006. Dana also had experience working at Invesco Ltd. (formerly AIM Investments), where they worked as a Retirement Plans Specialist from October 2001 to July 2004, and as a Client Services Representative from January 2000 to October 2001. Overall, Dana Rhodes has a strong background in advisory services, major accounts management, and sales in the financial industry.

Dana Rhodes completed their Bachelor of Arts degree in Spanish and Business at The University of Texas at Austin from 1996 to 1999.