Vice President, Trust Officer
8110 Ventura NE | Albuquerque, NM 87122 | 505.798.1135 | firstname.lastname@example.org
Diana has worked in the trust administration industry since 2000. She specializes in trust administration and estate settlement and coordinates with the portfolio manager to align investments with the client’s overall wealth management goals. Her passion is working with elderly individuals ensuring their safety and well being by connecting them with resources in our community.
Diana is a member of the New Mexico Estate Planning Council and she serves on the NM Planned Giving Round Table Committee. She is member and past president of the Santa Fe Estate Planning Council and has worked on the Alzheimer’s Association committee. She attended the University of Phoenix, Cannon Financial Institute, and ABA National Trust School.
Downtown Albuquerque, NM