Dianne is a Texas native who spent two decades living in Southern California, and found her heart most recently in Oregon, where she relocated to be closer to her daughter. With a dynamic career in the financial services industry, she has honed her skills as an administrative professional with a diverse background.
Over the years, she has been dedicated to providing top-notch support in various financial services capacities, including virtual assistance, advisor support, office management, regulatory compliance, recordkeeping, and nurturing client relationships.
Her expertise extends beyond mere administrative tasks. She possesses a deep understanding of financial services concepts, including asset allocation, wealth management, and investment vehicles. She is skilled in utilizing financial tools for reporting and analysis, and she has a keen understanding of best practices in the field.
When not working, Dianne loves painting, Pilates, road trips, hanging with her family and exploring all Oregon has to offer with her pup, Bella.