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Aidan Diaz Email & Phone Number

Wealth Operations Specialist at Cambridge Trust Company
Location: Boston, Massachusetts, United States 7 work roles 1 school
1 work email found @fmr.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

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Current company
Cambridge Trust Company
Role
Wealth Operations Specialist
Location
Boston, Massachusetts, United States
Company size
1001 employees

Who is Aidan Diaz? Overview

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Quick answer

Aidan Diaz is listed as Wealth Operations Specialist at Cambridge Trust Company, a company with 1001 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Aidan Diaz.

Aidan Diaz previously worked as Wealth Operations Specialist II at Eastern Bank and Transition Operations Specialist at Commonwealth Financial Network. Aidan Diaz holds Bachelor'S Degree, Marketing from Loyola University Maryland.

Company email context

Email format at Cambridge Trust Company

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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Aidan Diaz. Compare company email patterns before reaching out.

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Profile bio

About Aidan Diaz

Operations professional skilled in relationship management and research analysis. Highly experienced with Microsoft Office and skilled in client coordination, reporting and communication. Oversaw a multi-million-dollar conversion while working in the financial industry and was responsible for onboarding new clients and assets. Graduated from Loyola University Maryland with a bachelor's degree in business and minor in information systems.

Listed skills include Powerpoint, Sales, Marketing, Customer Service, and 36 others.

Current workplace

Aidan Diaz's current company

Company context helps verify the profile and gives searchers a useful next step.

Cambridge Trust Company
Cambridge Trust Company
Wealth Operations Specialist
Boston, MA, US
Website
easternbank.com
Employees
1001
AeroLeads page
Company profile
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7 roles

Aidan Diaz work experience

A career timeline built from the work history available for this profile.

Wealth Operations Specialist Ii

Current
Eastern Bank

Boston, Massachusetts, US

Feb 2023 - Present

Transition Operations Specialist

Commonwealth Financial Network

Waltham, MA, US

Serves as the primary point of contact for new advisors in transition. Identifies and researches products and mutual funds to confirm paperwork requirements, troubleshoots and resolves operational issues that arise throughout the transition process. Works collaboratively with internal departments to ensure that the advisor's book of business is established.

May 2022 - Feb 2023

Senior Associate

Fidelity Investments

Boston, MA, US

Oversaw the asset review process and worked on a team responsible for researching and onboarding new funds to the Fidelity platform. Coordinated with clients and sponsors to initiate reviews and analyzed the memorandums and audit letters to determine if they met the company’s requirements. The primary point of contact for external clients, internal teams.

Dec 2017 - Dec 2021

Operations Associate

Fidelity Investments

Boston, MA, US

Trading team member, responsible for processing new subscriptions and redemptions for end clients and ensuring that all deadlines were met. Managed highly sensitive wire instructions and confirmed the accuracy of trades and client information being sent to sponsors. Oversaw the audit certification project and coordinated with external clients, sponsors and.

Sep 2015 - Dec 2017

Researcher

Rentometer

Boston, Massachusetts, US

Researched rent information and inputted data into the company's database. Oversaw the team's spreadsheet and coordinated with coworkers to determine new areas of interest. Assisted management to improve data collection, research methods and overall the team's quality of work.

Jun 2015 - Sep 2015

Lead Generator

Prestige

Los Angeles, US

Worked on a sales team and generated leads for for the company. Provided estimates and was primarily responsible for finding prospective clients interested in purchasing new windows, siding and/or roofing.

May 2014 - Sep 2014
Team & coworkers

Colleagues at Cambridge Trust Company

Other employees you can reach at easternbank.com. View company contacts for 1001 employees →

SB Sarah Burrell Sarah Burrell Colleague at Cambridge Trust Company Attleboro, Massachusetts, United States, United States View → PW Patrick Whalen Patrick Whalen Colleague at Cambridge Trust Company Hudson, New Hampshire, United States, United States View → AA Amanda Allen Amanda Allen Colleague at Cambridge Trust Company Boston, Massachusetts, United States, United States View → MH Mahabbat Hossain Chowdhury Mahabbat Hossain Chowdhury Colleague at Cambridge Trust Company Bangladesh, Bangladesh View → CO Christopher O'Bryant Christopher O'Bryant Colleague at Cambridge Trust Company Greater Boston, United States View → P( Patricia (Ring) Watson Patricia (Ring) Watson Colleague at Cambridge Trust Company Swampscott, Massachusetts, United States, United States View → KY Kaplan Yana Kaplan Yana Colleague at Cambridge Trust Company Swampscott, Massachusetts, United States, United States View → LM Lily Matos Lily Matos Colleague at Cambridge Trust Company Salem, Massachusetts, United States, United States View → MN Mafi Negus Mafi Negus Colleague at Cambridge Trust Company Charlotte, North Carolina, United States, United States View → RS Richard Sullivan Richard Sullivan Colleague at Cambridge Trust Company Boston, Massachusetts, United States, United States View →
1 education record

Aidan Diaz education

  • Loyola University Maryland
    Loyola University Maryland
    Marketing
FAQ

Frequently asked questions about Aidan Diaz

Quick answers generated from the profile data available on this page.

What company does Aidan Diaz work for?

Aidan Diaz works for Cambridge Trust Company.

What is Aidan Diaz's role at Cambridge Trust Company?

Aidan Diaz is listed as Wealth Operations Specialist at Cambridge Trust Company.

What is Aidan Diaz's email address?

AeroLeads has found 1 work email signal at @fmr.com for Aidan Diaz at Cambridge Trust Company.

Where is Aidan Diaz based?

Aidan Diaz is based in Boston, Massachusetts, United States while working with Cambridge Trust Company.

What companies has Aidan Diaz worked for?

Aidan Diaz has worked for Cambridge Trust Company, Eastern Bank, Commonwealth Financial Network, Fidelity Investments, and Rentometer.

Who are Aidan Diaz's colleagues at Cambridge Trust Company?

Aidan Diaz's colleagues at Cambridge Trust Company include Sarah Burrell, Patrick Whalen, Amanda Allen, Mahabbat Hossain Chowdhury, and Christopher O'Bryant.

How can I contact Aidan Diaz?

You can use AeroLeads to view verified contact signals for Aidan Diaz at Cambridge Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Aidan Diaz attend?

Aidan Diaz holds Bachelor'S Degree, Marketing from Loyola University Maryland.

What skills is Aidan Diaz known for?

Aidan Diaz is listed with skills including Powerpoint, Sales, Marketing, Customer Service, Time Management, Teamwork, Microsoft Excel, and Mathematics.

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