I work with high net worth individuals in planning for their financial future, including retirement planning and college savings planning.
Garden City, NY (PRWEB) November 25, 2014
NAPW honors Dana B. Croswhite, Senior Vice President and Investment Counselor at King Investment Advisors, Inc., as a 2014 Professional Woman of the Year. Ms. Croswhite is recognized with this prestigious distinction for leadership in Investment Counseling. As the largest, most-recognized networking organization of professional women in the country, spanning virtually every industry and profession, the National Association of Professional Women is a powerfully vibrant networking community with over 600,000 members and nearly 300 Local Chapters.
“I work with high net worth individuals in planning for their financial future, including retirement planning and college savings planning,” says Ms. Croswhite.
Through a network of professional experts, Ms. Croswhite helps advise clients in the areas of wealth enhancement, wealth preservation, wealth transfer and charitable giving.
Prior to joining King Investment Advisors, Ms. Croswhite served as as Senior Portfolio Manager for the JPMorgan Chase Private Bank in Houston (1995 - 2003) and Portfolio Manager for U.S. Trust Company of Texas in Dallas (1985 - 1994). She is a Chartered Financial Analyst (CFA) as well as a Chartered Investment Counselor (CIC), and received her Bachelor degree in Business Administration from Southern Methodist University in Dallas, TX.
NAPW's mission is to provide an exclusive, highly advanced networking forum to successful women executives, professionals and entrepreneurs where they can aspire, connect and achieve. Through innovative resources, unique tools and progressive benefits, professional women interact, exchange ideas, advance their knowledge and empower each other.