Dana Clay in

Dana Clay

Go-getter · DISC type d
Associate Financial Advisor and Marketing Specialist at First Command Financial Services, Inc.
📍 Silverdale, Washington, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Associate Financial Advisor and Marketing Specialist
Job Level
Junior
Location
Silverdale, Washington, United States
Personality Overview

How Dana shows up

Vision Oriented
Decisive
Challenger

They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Dana cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2012
Associate Financial Advisor and Marketing Specialist
First Command Financial Services, Inc.
4-2012 - 10-2012
Financial Advisor
First Command Financial Services, Inc.
7-1996 - 7-2000
Surface Warfare Officer
US Navy
Assistant Professor
Defense Institute of Security Assistance Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1995
BS
United States Merchant Marine Academy
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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