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Dana, a principal and member, joined 2nd Generation in 2006, after 20 years as a founding principal of Phoenix Partners, LLC. Phoenix, a Nashville-based financial advisory firm, specialized in debt restructuring, mergers and acquisitions, and strategic consulting. Dana and Phoenix acted as a contract consultant to 2nd Generation on several major client engagements.
Dana has extensive experience as a principal and team leader in mergers and acquisitions (both buy-side and sell-side), strategic consulting, debt placement, work-outs and turnarounds. He has served in the president and managing partner role in an advisory firm, as well as in CEO and COO roles in operating companies in both high-tech and computer-services industries. He has led strategic planning processes for both private and public firms in many industries. He is vice president of our broker/dealer subsidiary, BrightChoice Financial, LLC and holds FINRA licenses 7, 63 and 24 (General Securities Principal).
Dana served as the vice president/director of securities research for both Hermitage Capital Corp. (formerly Allen C. Ewing & Co.) and the Financial Investors Fund. He was responsible for primary securities research, staff recruiting, staff management, staff training, as well as serving as a general office administrator and treasurer for this regional investment-banking firm. Duties included similar roles in an affiliated private investment partnership (FIF), which managed a pool of funds for financial institutions.
Dana has a bachelor's degree in political science and economics from Vanderbilt University and an MBA from Florida State University. He was recognized as a National Merit Scholar. Dana is also an Accredited Valuation Analyst (AVA).
Dana serves on the board of directors of Tennessee Wildlife Federation, the Somerset Homeowners Association and Tallent Communication, Inc. He previously served on the boards of Stingray Computers International, Genetics Associates, MSS, Inc. and BFC Enterprises, Inc. He is a Scoutmaster of Troop 86 of the Boy Scouts of America. He lives with his wife and two children in Brentwood, Tennessee. | 