Dana Audé is a Senior Registered Client Service Specialist at Prime Capital Financial, bringing extensive experience in financial services, and wealth management.
She began her career in institutional trading, spending 20 years at Cantor Fitzgerald, where she worked in both New York and Los Angeles. During this time, she developed deep experience in trade execution, market analysis, and client relations within high-pressure financial environments.
After two decades in institutional trading, Dana transitioned to the buy side, focusing on wealth management. In this role, she has dedicated herself to providing high-net-worth clients with exceptional service, creating financial strategies that align with their long-term financial goals. Her ability to navigate complex financial landscapes and her commitment to client success make her a valuable asset to the firm.
At Prime Capital Financial, Dana plays a key role in delivering personalized client support, managing account operations, and assisting with investment strategies. She is passionate about building strong client relationships and providing seamless service to help clients achieve financial goals.
Dana resides in Calabasas with her husband and is a proud mother of two Division I college athletes—one competing in tennis and the other in baseball. Both have earned division championships for their schools. When not attending baseball games, she enjoys gardening, cooking and live concerts!
At Prime Capital Financial San Francisco Bay Area, the collaborative process is designed to help bring simplicity to an industry that can be complex. Our holistic approach places the person at the center of the planning process instead of our profits. It is our mission to help you achieve your life’s ambition. Let us help you achieve yours!
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When it comes to choosing a wealth manager, you deserve financial planning that is as dynamic as the life you lead. We are a full-service, fiduciary financial firm here to serve the San Francisco Bay Area community. Learn more about our team and meet the individual members below!
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