Profiel
Ms. Diane Whitehouse is a Director-Investment Operations at MAI Wealth Advisors LLC.
She joined MAI in Fall 2011.
She oversees regulatory and client reporting, and investment operations.
Her career has spanned multiple sectors of the investment services industry.
Prior to MAI,she worked at KeyBank since 1995, most recently serving as their Head of Operations for the last 11years.
Ms. Whitehouse received her Certified Securities Operational Professional (CSOP) certification from Cannon Financial Institute in 2000 and earned her Associates from the University of Phoenix.
Eerdere bekende functies van Diane Whitehouse
Bedrijven | Functie | Einde |
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KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | 31-12-2010 |
Opleiding van Diane Whitehouse
University of Phoenix | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Finance |