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Dana M. Mikstay, CLU Senior Managing Director, Insurance Services Insurance Management Committee Member |
| 353 N. Clark St., Chicago, IL 60654 | 312.595.6157 | | |
Areas of Focus: Life and Disability
Profile:- Oversees the daily operations of the Life and Disability Practice
- Serves on the Insurance Management Committee that oversees the strategic direction of the Insurance Services Division
- Delivers innovative insurance solutions that achieve the long-term goals of affluent individuals, families, closely held businesses, middle market private and public companies and high profile individuals
- Specializes in the areas of corporate succession, estate tax, income tax and non-qualified executive benefit planning
- Joined Mesirow Financial in 1993
- Holds a Chartered Life Underwriter (CLU) designation
- Featured in Worth magazine's "Leading Insurance, Wealth & Legal Advisors Program" in 2011 – a vetted venue for top insurance, wealth and legal advisors
- Elected to the 2011 board of directors of Forum 400 (formerly the International Forum) – second woman ever to be named to this prestigious post
- Speaker at the 2010 International Forum Annual Meeting
- Platform speaker at the Illinois Life Underwriter's Annual Meeting in 1999
- Qualifier for the Million Dollar Round Table since 1994
- Qualifier for the "Top of the Table" of the Million Dollar Round Table since 2002
- Featured in the Advanced Association of Life Underwriters' quarterly magazine in Fall 2007
- B.A. in Business, B.A. in History (cum laude), Bethel College
- Young Women's Leadership Charter School, board member
- Economic Club of Chicago, member
- Chicago Finance Exchange, member
- National Association of Insurance and Financial Advisors, member
- National Association of Female Executives, member
- National Association of Life Underwriters (NALU), member
- The Forum 400, member
- The Business Women's Network, past president
- North Shore Illinois Life Underwriters, past president
- Chicago Foundation for Women, past board member and treasurer
- Advanced Association of Life Underwriters, member
