Diane York Email & Phone Number

United States

Greater Minneapolis-St. Paul Area

Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

Excelsior, Mn

Excelsior, Mn

Minneapolis, Mn

As a Recruiting Manager with Robert Half Financial Services, I specialized in the placement of permanent, full-time professionals in top companies in the Twin Cities, exclusively in the financial services market. I actively recruited both active and passive job candidates to attract top talent and performed face-to-face interviews. I conducted marketing calls and office visits to financial services firms in the Minneapolis/St. Paul area to fully understand their personnel needs. I worked closely with my team to make a solid, long-term matches of candidates' skills with the right job at the right firm.

Minneapolis, Mn

I served high net worth individuals and families in a comprehensive wealth planning/investment consulting practice. I provided direct client service and participated in client meetings, compiled standard and custom performance reports, provided portfolio management, entered trades and performed reconciliation, completed all types of money movements, managed existing accounts and onboarded new clients, conducted research and implementation with tax and estate planning and gifting. I ensured all business transactions and correspondence items were in direct compliance with industry regulations. I assisted with business development efforts. I maintained client records in Salesforce.com I worked with the custodian (Charles Schwab) to ensure consistent, top-notch service to clients.

Minneapolis, Mn

I was a part of the institutional team at Deloitte Investment Advisors, offering independent consulting services to retirement plan sponsors including ongoing investment monitoring, manager searches, and fee benchmarking.

Apple Valley, Mn

I processed residential mortgage loans in a fast-paced environment. I worked with loan originators, borrowers, and underwriters to efficiently process mortgage loans from application to closing.

Minneapolis, Mn

I assisted two financial planners with all aspects of operations, compliance, client service, trading/reconciliation, and preparation of client review materials.

Edina, Mn

I progressed within the company from photographer to administrative assistant to office manager.

Bachelor Of Science - Bs, Majors In Marketing And Business Management, Cum Laude.

Dean's List, Outstanding Senior in Marketing Award

Business