Dana J. Sanchez joined Integrated Wealth Management in August 2009 with extensive experience in the banking industry. After 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. She has been a Client Services Representative in the brokerage industry since October 2006.

As a Client Services Representative, Dana supports clients of the Hayek/Manning Team at Integrated Wealth Management. Her responsibilities include opening and servicing brokerage accounts, helping clients identify the best products and services for their lifestyles, and maintaining the relationships among team clients, Integrated Wealth Management and Charles Schwab.

DANA J. SANCHEZ

Client Services Representative

Dana is based at Integrated Wealth Management’s Palm Desert office. She can be reached at the contact information below:

Dana@IWMgmt.com email
(866) 888-6563 x205 phone
(760) 834-7200 phone
(760) 841-4095 fax

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