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Dana Goldstein has a strong background in compliance and operations management. Dana is currently serving as the Chief Compliance Officer at Halo Investing, a position they have held since July 2022. Prior to this, Dana worked at Allstate Financial Services, LLC, where they served as a Senior Compliance Officer from March 2010 to July 2022. Before that, they held the role of Chief Compliance Officer at Allstate Distributors, L.L.C. from March 2001 to November 2021. Dana's career began at Zurich Insurance Company Ltd, where they worked as an Operations Manager from September 1989 to February 2001.

Dana Goldstein earned a Bachelor's Degree from the University of Illinois Urbana-Champaign from 1983 to 1987. From 2002 to 2006, they pursued a Master of Business Administration (M.B.A.) from Lake Forest Graduate School of Management. The specific field of study for both degrees was not provided.