About Dana


Dana Dolan, President, is an innovative marketing executive who has been advising technology and professional services organizations in U.S. financial services for a decade.

At BAI, a financial services trade association, Dana served as the head of marketing and led a business unit that advised hundreds of solutions providers – from FinTech 100 market leaders to start-ups – on marketing strategies and tactics to reach, inform and engage U.S. retail banking decision-makers.

Dana’s 20 years of marketing, business development and consulting experience include leadership roles in financial services marketing at BAI, technology marketing at Participate Systems (now Kenexa, an IBM company) a social business SaaS organization, and healthcare marketing and consulting at Caremark Rx and PriceWaterhouse.

Dana has a pulse on financial services challenges and opportunities and is known for being collaborative, customer-focused and passionate about driving business growth and innovation. Dana is a frequent speaker and facilitator on hot-topic industry webinars and events. Dana’s forte is helping marketing and sales teams clarify strategy and work differently to achieve stretch goals.

Dana is a Chicagoan, a Kellogg Business school M.B.A., a soccer mom, a sports nut and an entrepreneur at heart – who is ready to help address your toughest marketing and sales challenges.