New Address as of 10/4/24 — 60 Broad Street, 39th Floor, New York, NY 10004

Three colleagues talking in an office hallway
our team

Meet Our Most
Valuable Assets

Diane NetramClient Services Associate

Year joined Wellington Shields

2016

Current:

Diane is a Client Services Associate, assisting a number of Portfolio Managers and Financial Advisors in the New York and Locust Valley offices and supporting their respective clients.

Previous Experience/Career Highlights:

Diane joined Wellington Shields after working at the private equity firm, Spencer Trask, where she was a Financial Assistant to the company’s Chairman. Prior to that, she was at Citigroup where she handled the branch’s retail syndicate business and was an assistant to a fixed-income broker whose client’s asset value exceeded $2 billion. Diane began her career in finance working in the Controller’s Office at Citigroup.

Education and Certifications:

  • Marymount Manhattan College, BS – Business

Other Interests and/or Affiliations:

Diane has studied and is fluent in Sanskrit. She also loves singing and listening to music.