Dana R. Tomisek

Dana R. Tomisek has experience in overseeing operations, IT systems, client services, and portfolio administration in the financial services industry. Dana currently serves as the Director of Operations & Client Experience at Evermay Wealth Management, LLC, where she ensures operational procedures comply with regulatory requirements. Prior to this, Dana held the position of Director Of Operations at D'Orazio & Associates, Inc. and Director of IT & Client Services at West Financial Services, Inc. Dana has a Bachelor's Degree in Business Management from George Mason University.