Whittier Trust Company is the oldest and largest multi-family office headquartered in the West, and we deliver comprehensive wealth management solutions to high net worth individuals and families. Wealth management solutions are customized for each relationship, often by incorporating one or more of the company’s five pillars: Investment Management, Trust Services, Real Estate & Energy, Philanthropic Services, and Family Office Services.
Dana’s role in the Real Estate department includes assets management and property oversight that may include property acquisition and disposition of commercial, industrial and residential assets. Dana is currently engaged in the department’s acquisition of a major multi-family asset located in Utah, and she has also been involved in numerous transactions in 2019 throughout Southern California, the Southwest and the Southeast regions.
Prior to working at Whittier Trust Company, Dana acquired 17 years of residential real estate experience specializing in initiating start-up real estate brokerages such as Trevino Properties, Carmona Real Estate, and Definitely Investments among others.
Dana is a native Angelino and has always felt a strong personal attachment to her beloved hometown. Following graduation from the University of Phoenix with a BA in psychology, Dana directed her energies to areas that would allow her to leverage her love of helping people and real estate. Her career began working for a Real Estate Investor at Sharma Developments in San Dimas, CA where she managed a portfolio of over 100 homes. Subsequently, she obtained a California Real Estate License and has been involved in closing over 300 real estate transactions which have ranged from low-income homes to multimillion-dollar transactions.
Following the completion of the Ross Minority Program, Dana plans to use her new knowledge to work toward a promotion to Vice President of Real Estate.
Email: drea@whittiertrust.com