Diana (.

Diana has a strong background in client services within the investment sector, having held key roles at LMCG Investments, BNY Mellon, and Wellington Management. At LMCG Investments, Diana served as Director of Client Services, supporting portfolio managers and managing 200 client accounts by developing service strategies and resolving complex issues. In the role of Client Services Analyst II at BNY Mellon, Diana managed a book of 100 clients, directing them to appropriate resources while addressing operational and technical challenges. Additionally, as a Client Coordinator at Wellington Management, Diana facilitated communication across various departments and coordinated client interactions. Diana holds a Master of Business Administration from Suffolk University – Sawyer Business School and a Bachelor of Arts in Psychology from Lesley University.