Source Advisors
Dana Rayner currently serves as a Senior Tax Associate at Source Advisors, where responsibilities include performing fixed asset depreciation analysis and reviewing client documentation for tax treatment. Prior experience at Morgan, Lewis & Bockius LLP includes roles as a Fixed Asset Accountant, managing capitalization of invoices and monthly updates for fixed assets, and as a Cash Analyst, handling fund balancing and financial reporting. Earlier experience at Beneficial Bank involved generating new business and providing customer service as a Relationship Consultant II and Customer Service Representative. Dana Rayner holds a Bachelor of Business Administration (B.B.A.) in Business Administration, Management and Operations from Peirce College, earned between 2010 and 2016.
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