Dana J. Sanchez serves as Executive Client Service Associate with M Premier Partners. As an Executive Client Services Associate, Dana’s responsibilities include opening and servicing accounts, insurance and annuity contract processing, and relationship management.
Before M Premier Partners, Dana spent 32 years in Bank of America’s leasing, consumer loan, electronic banking, and credit card divisions as a vice president and manager, she retired from the bank in 2004. Since 2006, Dana has been a Client Services Representative in the brokerage industry starting with UBS and most recently with The HMM Group at Integrated Wealth Management. Dana enjoys gardening in her yard and taking
road trips.
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HMM Group LLC dba M Premier Partners is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where M Premier Partners and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by M Premier Partners unless a client service agreement is in place. FORM ADV and FORM CRS contain important information about the advisory services, fees, business, background and experience of advisory personnel. FORM ADV can be viewed here. FORM CRS can be viewed here.