Profil
Ms. Diane Whitehouse is a Director-Investment Operations at MAI Wealth Advisors LLC.
She joined MAI in Fall 2011.
She oversees regulatory and client reporting, and investment operations.
Her career has spanned multiple sectors of the investment services industry.
Prior to MAI,she worked at KeyBank since 1995, most recently serving as their Head of Operations for the last 11years.
Ms. Whitehouse received her Certified Securities Operational Professional (CSOP) certification from Cannon Financial Institute in 2000 and earned her Associates from the University of Phoenix.
Anciens postes connus de Diane Whitehouse
| Sociétés | Poste | Fin |
|---|---|---|
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services | Corporate Officer/Principal | 31/12/2010 |
Formation de Diane Whitehouse
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Phoenix
University of Phoenix Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance Provides banking services | Finance |
















