Diana’s responsibilities at Detalus are widespread. She supports the institutional portfolio management team in securities analysis and reporting for fixed income portfolios. She also facilitates billing and provides overall operational assistance for the team. Diana previously worked as a Financial Advisor at Detalus, building portfolios tailored to help achieve her clients’ diverse and unique financial goals. She assisted brokers with appropriate paperwork, opened accounts, and handled client deposits, among other operational responsibilities. Prior to joining Detalus, Diana worked as a Financial Advisor for Edward Jones and has an extensive background in the banking industry. Diana holds Series 7 and 66 licenses from FINRA and her Illinois insurance license. Diana maintains the Accredited Asset Management Specialist (AAMS) designation and is also a Notary Public.
Outside of the office, Diana loves working in her flower garden and attending live musical events. When asked about the best part of working for Detalus, she notes without hesitation: “It’s working with our clients.”