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Dawna Kopko is a seasoned finance professional with extensive experience in investment management and client relations. They began their career as an Investment Analyst at Mid Atlantic Capital Group and continued to excel in similar roles at National City Bank and T&D Advisors. From 1999 to 2004, they served as a Portfolio Manager at Mellon Bank, managing over 200 accounts and consistently exceeding sales goals. Currently, Dawna is a Senior Investment Advisor at PNC Bank, effectively managing over 300 accounts and leading initiatives in legacy planning and advisor training. They hold a Bachelor of Arts in Finance from the University of Pittsburgh.