Dana Horvath
Operations Assistantcontactus@kooman.com
Dana is thorough and meticulous as she manages the paperwork and information required to open and maintain accounts with Raymond James Financial Services. She follows-up on the details for Raymond James compliance, and helps with client service needs. She is a go-to person who helps manage the internal flow of information and data to get things done to meet client demands.
Dana returned to Kooman & Associates, Inc afer a three-year hiatus, and we're glad she did. Her knowledge and expertise in navigating Raymond James' departments to find answers is a big help to providing the best service to our clients.
Dana lives near Newry with her husband, Scott, and daughters Nicole and Loryn.