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Michael Dana is a Senior Client Associate with J.P. Morgan Wealth Management. A longtime member of Gilman Wealth Management, Michael works on the front line to orchestrate critical customer service functions.
Michael oversees the team’s account opening and account transfer services, and provides statement and online service support. Furthermore, he assists clients with bill pay, checking and debit card functions, and helps coordinate cash flow management. Michael aids the team’s individual and business clients in establishing accounts to help meet their retirement needs. He delivers one-on-one access to banking and lending services.
A graduate of Cortland State University, Michael earned a B.S. and was deeply involved in athletic pursuits. He was a member of the Sports Management Club and served as the Game Day Administrator for both the men’s hockey and women’s softball teams.
Michael resides in Parsippany, New Jersey, with his wife, Samantha, an educator at Hearts and Hands Preschool, and their children, Ashley and Christopher. Among his many interests, he enjoys coaching both baseball and softball in neighborhood leagues, and sits on the board of directors of the Par Troy West Little League. He is a passionate New York Jets devotee.
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