Dana L. Mealy ...email Dana
Dana is an Operations Specialist for Kuntz Lesher Capital LLC. She maintains client account data, tracks account transfers and manages cost basis information. She oversees the issuance of client asset statements and client billing. Dana is also responsible for filing litigation material on behalf of clients and handling distribution of securities reports and prospectus reports to advisors.
Prior to joining Kuntz Lesher Capital LLC in January 2005, Dana worked with Sarah Young Fisher as operations assistant for six years. At Fisher Advisors, Inc, she maintained client account management software, reported and issued payroll and assisted with various office functions.
B.S. Computer Science - Penn State University
Dana lives in Landisville with her husband and two sons. She enjoys skiing, golfing, gardening and travel with family and friends.
