Client Services Plan Specialist Senior
- Corporate retirement plans
- Recordkeeper conversion
- Plan sponsor and participant communications
- Client services liaison
Diana has over 15 years of experience with retirement plans. Between 2003 and 2012, she served as the Retirement Plan Technical Accountant with Union Bank. In 2013, Diana joined Aldrich Wealth to serve as a Senior Client Services Specialist.
In her current role, Diana is responsible for supporting the firm’s Corporate Retirement Plan Director and relationship managers by providing ongoing service and maintenance to corporate retirement plan client accounts. Regularly interacting directly with clients and management, Diana helps promote a positive client experience by creating solutions and easing plan conversions and portfolio changes.
Diana received a certificate in computerized accounting from the Sawyer College of Business and currently holds a certification in Retirement Plan Fundamentals (RPF) from the American Society of Pension Professionals & Actuaries.
In her free time, Diana is a passionate photographer, avid scuba diver and creative cook.