Dana Perry
Client Services Specialist at Marshall Financial Services
📍 Cedar Park, Texas, 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.
Experience
29 Years
Current Role
Client Services Specialist
Job Level
Junior
Location
Cedar Park, Texas, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Dana cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
1-2011
Client Services Specialist
Marshall Financial Services
8-1996 - 4-2020
Office Manager
Perry Aire Heating and Air Conditioning LLC
Assistant to Don Munford
Gallagher Benefit Services
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
Dana has no verified education history
Social presence
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.