Dax Nava

Dax Nava is an experienced financial professional currently serving as a Performance Analyst at Monticello Associates since April 2016, where responsibilities include analyzing statements from various financial sources and creating custom client reports using Investmetrics and Report Designer. Prior to this role, Dax held positions such as Bank Reconciliation Analyst at LenderLive, Mutual Fund Operations Specialist at Charles Schwab, and Operational Data Quality Associate at WealthTouch, Inc. Dax began a career in banking as a Branch Operations Specialist at US Bank, overseeing operations at six branches while ensuring compliance and training staff on fraud prevention. Educational qualifications include a Bachelor's degree in Economics with a Business Emphasis from the University of Colorado Boulder and an Associate's degree in Liberal Arts from Trinidad State College.