Geller
Dana L. is a seasoned professional in contract management and philanthropy, currently serving as a Senior Contracts Associate at Geller since June 2018. In this role, Dana manages the full lifecycle of client contracts, oversees budgeting and reporting processes to enhance financial clarity, and acts as the principal liaison among clients, internal teams, and vendors. Dana’s experience includes drafting contracts, leading a process documentation initiative, and previously holding positions such as Contracts Associate and Executive Assistant at Geller, along with roles at The Harry Walker Agency and Goodwin, where skills in legal drafting, case preparation, and operational support were honed. Dana earned a Bachelor of Arts in Political Science with a minor in Crime & Justice from the University of Michigan, supplemented by studies at Dublin City University.
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Geller
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Geller provides strategic financial, tax, and consulting services to individuals and families of significant wealth, and their affiliated operating business and foundations. Geller was established in 1984. Since this time, we have continued to advance our infrastructure and in-house capabilities to support our clients’ exceptional visions—from scaling businesses to championing philanthropic endeavors. For more information, visit gellerco.com. Visit the Geller Advisors LinkedIn page for information about our private wealth management and family office services: linkedin.com/company/geller-advisors