Diane Wakefield, Ctfa

Diane Wakefield, Ctfa Email and Phone Number

SVP | Director of Wealth Management @ Southern Bank
St. Louis, MO, US
Diane Wakefield, Ctfa's Location
Greater St. Louis, United States, United States
Diane Wakefield, Ctfa's Contact Details

Diane Wakefield, Ctfa personal email

About Diane Wakefield, Ctfa

I build, grow and lead teams that exceed expectations by focusing on the "we" before "me" to create value for clients, colleagues and shareholders. As a high-impact and results-driven executive, I bring comprehensive experience in providing strategicdirection and business development activities to ensure organizational success and continuedgrowth. Skilled in creating a strong culture of collaboration, identifying and executing top priorities thatdeliver results. I bring a track record of accelerating business growth by building strong relationships and hunting new business opportunities despite uncertainties and challenges. My background includes spearheading and coaching top-tier teams while creating a collaborative culture to value individual skills, inspire confidence, and empower staff to achieve goals. I am also skilled at nurturing talent, boosting engagement, improving retention levels, and enhancing individual performance through transformational leadership and training.Throughout my career, I have been known as a high-achieving executive with an ability to deliver complex outcomes and results successfully when confronted with major responsibilities and limited resources. I also excel at promoting the development and exchange of ideas between cross-functional teams to create compelling results that accomplish strategic objectives in a constantly evolving marketing landscape.▶ I welcome you to contact me to learn more about opportunities to build relationships in the Central or Mountain Time Zones

Diane Wakefield, Ctfa's Current Company Details
Southern Bank

Southern Bank

View
SVP | Director of Wealth Management
St. Louis, MO, US
Employees:
510
Diane Wakefield, Ctfa Work Experience Details
  • Southern Bank
    Svp | Director Of Wealth Management
    Southern Bank
    St. Louis, Mo, Us
  • Coming Soon | December 2024
    Wealth Management, Trust & Banking Executive
    Coming Soon | December 2024 Dec 2024 - Present
    Looking forward to sharing details soon!
  • Commerce Trust
    Svp | Director Of Private Banking, East Region
    Commerce Trust Nov 2021 - Sep 2024
    Kansas City, Missouri, Us
  • City National Bank
    Svp, Region Manager| Private Banking, Trust & Wealth Management
    City National Bank May 2018 - Oct 2021
    Los Angeles, Ca, Us
    Led the bank’s entry into a de novo market with full P&L responsibility. Crafted growth strategies, built a high-performing team, spearheaded acquisition of private banking, trust & wealth management clientele in the region, and created a referral network of estate planning attorneys and CPAs. ▪️ Led team to perform above plan and enabled growth by increasing efficiency.▪️Grew pipeline by increasing wealth advisors’ adoption of Salesforce with one-on-one training and mentoring.▪️Launched virtual events series during the pandemic addressing key topics of interest.▪️Served on the Executive Leadership Council for Diversity and Inclusion for RBC Wealth Management (parent company of City National Bank).
  • City National Bank
    Svp, Business Development Programs Manager | Private Banking, Trust & Wealth Management
    City National Bank Sep 2017 - Jun 2018
    Los Angeles, Ca, Us
    Gained added responsibility of managing and supporting multiple projects and initiatives while continuing to manage book of business and provide leadership to multi-faceted client team.▪️Reduced expenses 20% by negotiating better terms with vendors for business development tools.▪️Streamlined and relaunched a professional development program for 200+ individual contributors, leading to increased participation in the voluntary program.
  • City National Bank
    Svp, Private Client Advisor | Private Client Services
    City National Bank May 2015 - Sep 2017
    Los Angeles, Ca, Us
    Joined the bank as a strategic lead with oversight of key private banking and wealth management & trust relationships as well as influence over a client team in development of customized solutions for clients. ▪️Quickly built business, generating loan production while growing personal AUM.▪️Led transition to new model for business development (strategic lead working with a client team).▪️Mentored a new hire private banker and transitioned portfolio to new client team before leaving role.
  • Bank Of America Private Bank
    Svp | Private Client Manager
    Bank Of America Private Bank Aug 2010 - Apr 2015
    New York, New York, Us
    Built private wealth management portfolio and led a local team of client-facing investment, trust, and lending subject matter experts. Coached and mentored new private client advisors. Developed strategy for team’s business plan and led successful execution.▪️Achieved a triple-digit increase in AUM during tenure and grew to dozens of relationships with multi-million-dollar recurring revenue. ▪️Facilitated training for 60+ private client advisors and managers based on the book The Five Dysfunctions of a Team; and created and delivered sales training for 50+ West Division client managers.▪️Achieved top 5% national ranking for sales achievement, receiving a ’13 President’s Award from U.S. Trust.
  • Deutsche Bank | Private Wealth Management
    Vp | Portfolio Analyst
    Deutsche Bank | Private Wealth Management Nov 2006 - Jul 2010
    Frankfurt Am Main, Hessen, De
    Managed investment portfolio of more than $1B in AUM, with a focus on single and multi-family offices, foundations, and ultra-high-net-worth clients. ▪️Drove collaboration between private bankers and portfolio managers, and cultivated relationships with outside RIAs, asset management firms, private equity firms, and hedge funds.▪️Crafted investment management business development plans for private bankers who were focused on lending.
  • Bank Of America
    Avp | Client Manager
    Bank Of America Mar 2004 - Oct 2006
    Charlotte, Nc, Us
    Acquired and deepened relationships with mass affluent clientele, focusing on deposits, loans, and referrals to Banc of America Investments, Inc. Consistently performed in top 10% for wealth management and product penetration.
  • Charles Schwab & Co., Inc.
    Investment Consultant
    Charles Schwab & Co., Inc. Mar 1999 - Oct 2002
    Westlake, Texas, Us
    Business Development, Providing high level advice to self-directed investors focused on asset allocation efficiency utilizing passive investment vehicles such as index based mutual funds and ETFs. Also responsible for our branch's Schwab AdvisorSource program that identified and referred high net worth clients to local RIA's on the Schwab Institutional platform.

Diane Wakefield, Ctfa Skills

Wealth Management Services Investment Management Private Banking Asset Management Asset Allocation Alternative Investments Risk Management Financial Planning Series 7 Strategic Financial Planning Fixed Income Loans Wealth Management Relationship Management Mortgage Lending Cross Functional Team Leadership Commercial Real Estate Financing Program Management Strategic Planning Trust Services Emotional Intelligence Business Strategy Team Leadership Strategic Partnerships Matrix Leadership Cross Functional Partnerships

Diane Wakefield, Ctfa Education Details

  • Mit Sloan School Of Management
    Mit Sloan School Of Management
    Investment Management Theory & Practice
  • The Wharton School
    The Wharton School
    Aresty Institute Leadership Course
  • Stephen F. Austin State University
    Stephen F. Austin State University

Frequently Asked Questions about Diane Wakefield, Ctfa

What company does Diane Wakefield, Ctfa work for?

Diane Wakefield, Ctfa works for Southern Bank

What is Diane Wakefield, Ctfa's role at the current company?

Diane Wakefield, Ctfa's current role is SVP | Director of Wealth Management.

What is Diane Wakefield, Ctfa's email address?

Diane Wakefield, Ctfa's email address is di****@****cnb.com

What schools did Diane Wakefield, Ctfa attend?

Diane Wakefield, Ctfa attended Mit Sloan School Of Management, The Wharton School, Stephen F. Austin State University.

What skills is Diane Wakefield, Ctfa known for?

Diane Wakefield, Ctfa has skills like Wealth Management Services, Investment Management, Private Banking, Asset Management, Asset Allocation, Alternative Investments, Risk Management, Financial Planning, Series 7, Strategic Financial Planning, Fixed Income, Loans.

Who are Diane Wakefield, Ctfa's colleagues?

Diane Wakefield, Ctfa's colleagues are Jeananne Baker, Delaney Richardson, Jamie Whitehead, Cori Perkey, Cassi Kendle, Travis Crihfield, Kelsey Sielagoski.

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