Diana joined Oak Partners in 2003 after a successful career in banking. Her meticulous attention to detail and ability to manage time and resources in the fast moving investment business became apparent immediately. In 2005 she was promoted to service team leader. In 2008 she was again promoted to Oak Partners Operations Manager.
Diana serves in the supervisory capacity in regard to both office staff as well as to new account and client transaction activity. She maintains FINRA Series 7, Series 63 and Series 24 registrations held through LPL Financial.
In 2009 Diana was recognized as a Top Administrative Professional among a crowded field of many back office professionals. Her “can do” attitude and thoughtful approach to office management and client service is essential to providing Oak Partners clients with the great client experience we strive to deliver.