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