Diane Wakefield, Ctfa Email and Phone Number
Diane Wakefield, Ctfa work email
- Valid
- Valid
- Valid
Diane Wakefield, Ctfa personal email
- Valid
- Valid
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
Southern Bank
View- Website:
- bankwithsouthern.com
- Employees:
- 510
-
Svp | Director Of Wealth ManagementSouthern BankSt. Louis, Mo, Us -
Wealth Management, Trust & Banking ExecutiveComing Soon | December 2024 Dec 2024 - PresentLooking forward to sharing details soon!
-
Svp | Director Of Private Banking, East RegionCommerce Trust Nov 2021 - Sep 2024Kansas City, Missouri, Us -
Svp, Region Manager| Private Banking, Trust & Wealth ManagementCity National Bank May 2018 - Oct 2021Los Angeles, Ca, UsLed 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). -
Svp, Business Development Programs Manager | Private Banking, Trust & Wealth ManagementCity National Bank Sep 2017 - Jun 2018Los Angeles, Ca, UsGained 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. -
Svp, Private Client Advisor | Private Client ServicesCity National Bank May 2015 - Sep 2017Los Angeles, Ca, UsJoined 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. -
Svp | Private Client ManagerBank Of America Private Bank Aug 2010 - Apr 2015New York, New York, UsBuilt 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. -
Vp | Portfolio AnalystDeutsche Bank | Private Wealth Management Nov 2006 - Jul 2010Frankfurt Am Main, Hessen, DeManaged 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. -
Avp | Client ManagerBank Of America Mar 2004 - Oct 2006Charlotte, Nc, UsAcquired 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. -
Investment ConsultantCharles Schwab & Co., Inc. Mar 1999 - Oct 2002Westlake, Texas, UsBusiness 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
Diane Wakefield, Ctfa Education Details
-
Mit Sloan School Of ManagementInvestment Management Theory & Practice -
The Wharton SchoolAresty Institute Leadership Course -
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial