Client Services Associate
Year joined Wellington Shields: 2016
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.