Diana has over 25 years of experience as a trader and operations and compliance principal. In her current role as Operations Manager, she works with portfolio managers to update trading models, initiate and execute trades and help rebalance accounts, while acting as a liaison with ITC clients. Diana is a graduate of Colorado State University.
What do you enjoy most about your role?
“I enjoy working with the portfolio managers on trading and rebalancing accounts, as well as the fee work because it is like a puzzle each quarter making sure everything reconciles.”
Where can we find you outside the office?
“I love spending time with my teenage sons and playing with our puppy, Olympic. I am also an avid reader and am learning to crochet!”