Dana Maury

Chief Operating Officer and Chief Compliance Officer

Dana manages the operations of Green Square and directs, administers, and coordinates the activities of the organization in accordance with policies, goals, and objectives of the firm.  She also develops and monitors the firm’s compliance program, ensuring that all activities meet the requirements of state and federal legal and regulatory agencies.  In addition, Dana acts as liaison with regulatory agencies on compliance-related issues.

Prior to joining Green Square in 2014, Dana spent 13 years in banking, predominantly with SunTrust Bank, where her roles included retail area management, human resources management, private wealth advising, and mortgage origination. Dana received her Bachelor of Arts from Union University.

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