Education Background

• Master of Business Administration; Johnson School of Mgmt, Cornell University, 1985

• Master of Science, Industrial Engineering; Cornell University, 1984

• Bachelor of Science; Cornell University, 1983

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Professional Certifications and Licenses

• Series 65 license, December 2013 (passed a Uniform Investment Advisor Law exam)

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Business Experience

• Goldfarb Wealth Advisors, LLC, President and Owner, 2014 to present

• Bank of America, SVP specializing in data, analytics, and risk management, 1995 to 2013

• Citibank, AVP specializing in business and analytics, 1993 to 1995

• MicroPore Inc., President and Owner, an entrepreneurial endeavor, 1990 to 1993

• Goldfarb Properties, Analyst specializing in real estate analysis, 1986 to 1990

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Other Activities

• Unity Classical Charter School - Board of Directors

• Rotary Club of South Charlotte - Active Member

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Dana and his wife Leslie have been married for over twenty years and currently live in Charlotte, NC.  They have a daughter Jessica.  Dana's interests include golf, tennis and travel.  He believes the top four issues facing our country today are: education, government debt, health care, and political dysfunction.