Diana Burrows

Diana Burrows Email and Phone Number

Client Services Manager, Corporate Retirement Plans at Aldrich Wealth LP @ Aldrich Wealth LP
lake oswego, oregon, united states
Diana Burrows's Location
San Diego, California, United States, United States
Diana Burrows's Contact Details

Diana Burrows work email

Diana Burrows personal email

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Diana Burrows phone numbers

About Diana Burrows

An accomplished Client Relationship Professional with 30+ years of experience mastering effective office processes and providing exceptional Customer Service, Diana has proven expertise in building strong client relationships and increasing client retention. She is an efficiency seeker by nature, is passionate about assisting others, and thrives in multi-tasking positions. She relates well with a diverse population, including high-level managers and clients. Her experience, drive for excellence, and development of systems with clear objectives quickly make her an invaluable core member of a team, producing positive results and providing a high return on investment right out of the starting gate.

Diana Burrows's Current Company Details
Aldrich Wealth LP

Aldrich Wealth Lp

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Client Services Manager, Corporate Retirement Plans at Aldrich Wealth LP
lake oswego, oregon, united states
Website:
wealthadvisors.com
Employees:
25
Diana Burrows Work Experience Details
  • Aldrich Wealth Lp
    Client Services Manager, Corporate Retirement Plans
    Aldrich Wealth Lp Jul 2021 - Present
    San Diego, Ca
    View
  • Aldrich Wealth Lp
    Senior Plan Services Specialist
    Aldrich Wealth Lp Oct 2013 - Jul 2021
    San Diego, Ca
    View
  • Thorsnes Litigation Services
    Assistant Client Services Manager
    Thorsnes Litigation Services Mar 2013 - Oct 2013
    Greater San Diego Area
  • Diana Burrows Photography
    Business Owner - Photographer
    Diana Burrows Photography May 2005 - Mar 2013
    San Diego, Ca
  • Union Bank
    Client Liaison/Trust Officer/Technical Accountant
    Union Bank Jan 2003 - Sep 2012
    San Diego, Ca
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  • Fairfield Residential
    Benefits Coordinator
    Fairfield Residential Apr 2001 - Dec 2002
    Greater San Diego Area
    View
  • Fairfield Residential
    Administrative Assistant To Hr Director/Manager/Dept.
    Fairfield Residential Aug 2000 - Mar 2001
    Greater San Diego Area
    View

Diana Burrows Skills

Outlook Microsoft Excel Microsoft Word Accounts Receivable Accounts Payable Quickbooks Customer Service Microsoft Office Powerpoint Office Administration Executive Adminstrative Support Health Benefits Administration 401 Administration Retirement Plan Accounting Microsoft Access Organization Skills Management Human Resources New Hire Onboarding Training Sales And Marketing Functions Researcher Resourceful Problem Solving Creative And Innovative Thinker Adapt Quickly To Change Get Along Well With Others Initiative To Implement Organizatoin Changes To Streamline Tasks Thrive In A Fast Paced Environment Thrives In Team Or Independent Work Environment Process Large Amounts Of Data Accurately And Efficiently Active Participant In Projects And Meetings Volunteers For Special Projects Collaborates Well Others Towards A Mutual Goal Typing 72 Wpm Detail Oriented Excellent Grammar And Spelling Provides Computer And Software Support Professional Telephone And E Mail Etiquette Accounting Account Management Investments Marketing Sales Employee Benefits Banking Onboarding Retirement Plan Conversions

Diana Burrows Education Details

Frequently Asked Questions about Diana Burrows

What company does Diana Burrows work for?

Diana Burrows works for Aldrich Wealth Lp

What is Diana Burrows's role at the current company?

Diana Burrows's current role is Client Services Manager, Corporate Retirement Plans at Aldrich Wealth LP.

What is Diana Burrows's email address?

Diana Burrows's email address is db****@****ors.com

What is Diana Burrows's direct phone number?

Diana Burrows's direct phone number is +150362*****

What schools did Diana Burrows attend?

Diana Burrows attended Sawyer College Of Business, Grossmont College.

What are some of Diana Burrows's interests?

Diana Burrows has interest in Kite Flying, Writing, Flute, Cooking, Blogging, Social Media, Marketing, Scuba Diving, Photography, Hiking.

What skills is Diana Burrows known for?

Diana Burrows has skills like Outlook, Microsoft Excel, Microsoft Word, Accounts Receivable, Accounts Payable, Quickbooks, Customer Service, Microsoft Office, Powerpoint, Office Administration, Executive Adminstrative Support, Health Benefits Administration.

Who are Diana Burrows's colleagues?

Diana Burrows's colleagues are Chris Mcnabb, Cfp®, Miles Lewis, Joe Hutchinson, Cfa, Jackson Davis, Cfp®, Kayla Cook, Cfp®, Karen E. Price, Joe Strauss, Cfa.

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