Client Service Associate / firstname.lastname@example.org
Diane joined DBR & CO after more than 10 years serving in various client service positions at BNY Mellon. As Client Service Associate, Diane provides client and administrative support in the firm’s fast growing retirement plan consulting business, DBR Fiduciary Plan Solutions. Diane works closely with retirement plan advisors to prepare client meetings, compile retirement plan quarterly reports and manage the execution of various services such as plan cost assessments, performance benchmarking and request-for-proposals.
Diane’s attention to detail and communication skills allow her to provide exceptional service at both the retirement plan and individual participant level. During her time with BNY Mellon, Diane was responsible for managing investment accounts including hedge fund and separately managed accounts. She has a BA from West Virginia University and an MBA with an emphasis in Accounting from Southern New Hampshire University.