Dakota is dedicated to cultivating business opportunities and executing strategic growth initiatives. Boasting a decade-long track record in sales, business development and marketing, she brings her passion for innovative portfolio solutions and market expansion to the financial services sector in Calgary.
Dakota honed her client-centric approach in Southern California’s competitive and technology-forward biotech industry. After her extensive experience collaborating with physicians to deliver optimal medical outcomes for patients, she saw an opportunity in the investment industry where she partners with financial advisors to deliver exceptional investment outcomes and diverse portfolios for clients.
A California native, Dakota has embraced her new surroundings by exploring the majestic Rocky Mountains and engaging in local networking and volunteer efforts. Continually expanding her horizons, she has taken up new hobbies like fly fishing and golfing.