Senior Associate, Corporate Development & Strategy
Jana is a Senior Associate on the Business Development and Transitions team at Mariner Advisor Network. By drawing on two decades of industry knowledge, Jana helps facilitate a smooth and successful onboarding process for new financial advisors.
Prior to joining The Network, she started her career in the financial industry as a client service associate at a large insurance company, eventually moving into a team lead position. After nine years, she transitioned to an independent financial firm as their senior CSA/operations manager, helping maximize client fulfillment while supporting a busy team of advisors.
As a Colorado Native, Jana fulfilled a lifelong dream by moving coastal to Rockport, Texas at the end of 2022. In her free time, she enjoys walks on the beach with her husband and their three dogs, spending time with her grandson and family, gardening, and anything outdoors in the sunshine!