Client Service Manager, Corporate Retirement Plans
Aldrich Wealth LP
- Corporate retirement plans
- Recordkeeper conversion
- Plan sponsor and participant communications
- Client services liaison
Diana joined Aldrich Wealth in 2013 to serve as a Senior Client Services Specialist and was recently promoted to Client Services Manager, Corporate Retirement Plans. With over 20 years of experience with retirement plans, Diana leans on her breadth of knowledge and expertise in the areas of creative solutions and plan conversions.
Diana is responsible for supporting the firm’s Corporate Retirement Plan Director and consultants by providing oversight and ongoing service and maintenance to corporate retirement plan client accounts. Diana helps promote a positive client experience by 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.