Senior Relationship Manager@ Principal Financial Group
New York, New York, United States
Diane Smith - Naddeo
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University at Albany, SUNY
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FlashIntel GPTDiane Smith - Naddeo is a highly experienced professional with 35.9 years of work experience in the financial services industry. She has a strong background in investments, mutual funds, and relationship management. Diane has worked at Wells Fargo Bank, where she held various positions such as Vice President and Relationship Manager. She is skilled in portfolio management, asset allocation, and vendor management. Diane is currently based in the United States and has a proven track record in strategic planning and business relationship management.
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About
Vice President at Wells Fargo Bank
Work Experience
Senior Relationship Manager
Financial Services
Diane Smith - Naddeo's Professional Milestones
- Relationship Manager (2001-01-01~): Building strong relationships with clients, resulting in increased customer satisfaction and improved business retention.
- Vice President (2001-01-01~): Implementing strategic initiatives to drive organizational success and achieve business objectives.
Education
Skill
Investments
Mutual Funds
Relationship Management
Financial Services
Wealth Management
Portfolio Management
401k
Asset Allocation
Vendor Management
Retirement
Employee Benefits
Banking
Management
Retirement Planning
Alternative Investments
Strategic Planning
401 Retirement Savings Plans
Business Relationship Management
Certification
Colleagues
Ryan Watts
product owner business analyst systems qa analyst
Jeff Hinton
Product Owner
Nichole Dugan
Product Owner For Cloud Security
Deyanira Torres
Product Owner | Principal Financial Group
Stacy Henrich
Product Owner | Chief Sales Officer
Other Named Diane Smith - Naddeo
Frequently asked questions
We found 2 Diane Smith - Naddeo's email addresses
We found 2 Diane Smith - Naddeo's phone numbers
Diane Smith - Naddeo works for Principal Financial Group
Diane Smith - Naddeo's role in Principal Financial Group is Senior Relationship Manager
Diane Smith - Naddeo works in the industry of Financial Services
Diane Smith - Naddeo's colleagues are Ryan Watts,Jeff Hinton,Nichole Dugan
Diane Smith - Naddeo's latest job experience is Senior Relationship Manager at Principal Financial Group
Diane Smith - Naddeo's latest education in University at Albany, SUNY
