Client Services Associate - Operations & Trading
Diane is a member of our Client Services Team. She assists with opening new accounts and helps research and resolve customer concerns. She also provides support to our Director of Trading.
Before joining Ullmann Wealth Partners, Diane worked as a Client Services Manager at a local financial advisory firm. In this role, she assisted in the delivery of all client-focused services while maintaining a keen eye for detail. Diane has also held previous roles as an office manager and executive assistant.
Diane is currently pursuing her bachelor’s degree in Supervision and Management at FSCJ.
Diane has travelled throughout the country with her husband who served the Marine Corps. In her spare time, she enjoys barbecues, beach trips with friends and family, trying new local restaurants, and horseback riding.