Dana Katz

Supporter
DISC Type : s

Institutional Equity Sales at Bernstein

Jersey City, New Jersey, United States

Overview

Dana Katz is in Institutional Equity Sales at Bernstein, where she specializes in serving long-only clients. A graduate of Cornells School of Hotel Administration, she holds Series 7 and 63 certifications and has prior experience in wealth management at Merrill Lynch and sustainability at Brixmor Property Group.

Outside of finance, Dana has a creative background that includes experience in video production from a role at ESPN+. Her curiosity extends to marketing, having participated in a forum focused on the future of GenZ retail. A former supervisor highlighted her eagerness to learn and curiosity.

Unique fact: Before her career in finance, Dana worked as a Video Production Assistant for ESPN+, where she helped film and edit highlight reels.

Personality Overview

Social Proof Driven

Risk-averse

Procedural

They are good and approachable with everyone, internally and externally.  They usually go by the book, following all rules and procedures. They are unlikely to become strong champions as they don't prefer pushing other people.

Topics They Care About

Institutional Equities
Works directly in this field at Bernstein, focusing on providing services to long-only institutional clients.
ESG & Sustainability
Gained practical experience working with the ESG and Operations team during a summer internship at Brixmor Property Group.
Wealth Management
Completed a summer analyst program at Bank of America Merrill Lynch, showing a foundational interest and experience in this area.

Media Appearances

Dana has no verified media appearances

Work History

7-2025
Institutional Equity Sales at Bernstein
5-2024 - 8-2024
Wealth Management Analyst at Bank of America Merrill Lynch
9-2023 - 5-2025
Video Production Assistant at ESPN+
5-2023 - 2-2024
Sustainability & Operations Intern at Brixmor Property Group
7-2022 - 7-2022
Freshman Forum Participant at Abercrombie & Fitch Co.

Education

2021 - 2025
Bachelor of Science - BS from Cornell Peter and Stephanie Nolan School of Hotel Administration

More Information

Social Presence :

Prographics :

Exp : 4 Location : Jersey City, New Jersey, United States Job Level : N/A Designation : Institutional Equity Sales at Bernstein
URL has been copied!

Insights For Selling To Dana

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Show willingness to accommodating their needs or requests
  • Talk about refund and cancellation policy if the need arises

DONT's

  • Avoid saying anything that sounds like a risky proposition
  • Don’t rush them to make quick decisions
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dana is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Dana

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Dana move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Dana take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Dana

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.