Kapre L. Dana

Client Service Associate

Kapre brings more than 15 years of financial industry and banking experience to her role as Client Service Associate to the Virginia Beach Wealth Management Team. She is responsible for administrative duties and assists in all areas of client operations including opening new accounts, movement of funds, and account maintenance.


  • Lakeshore Financial Planning, Client Operations Associate
  • Raymond James & Associates, Quality & Service Coordinator
  • Comerica Bank, Operations Manager
  • Raymond James & Associates, Operations Supervisor


  • Central Michigan University, BS