Diana Location

San Francisco, CA, US

Diana Work

  • 2025 - now  Strategy and Innovation- Corporate Invesment Management @ Charles Schwab
  • 2023 - now  Head of Managed Accounts Retail Offerings @ Charles Schwab
  • 2021 - 2023 Director - People Leader, Retail Strategy @ Charles Schwab
  • 2020 - 2021 Director Strategy @ Charles Schwab
  • 2017 - 2020 Manager @ Deloitte Consulting @ Deloitte
  • 2010 - 2017 Analyst ➡️ Consultant ➡️ Senior Consultant @ Deloitte

Diana Education

  • University of Illinois Chicago

    Masters

    2009 - 2010
  • Michigan State University - Eli Broad College of Business

    2006 - 2009

Diana Skills

  • Growth Strategies
  • Critical Thinking
  • Product Requirements
  • Separately Managed Accounts
  • Investment Management
  • Go-to-Market Strategy
  • Market Analysis
  • Competitive Analysis
  • Product Road Mapping
  • Communication

Diana Summary

Diana, based in San Francisco, CA, US, is currently a Strategy and Innovation- Corporate Invesment Management at Charles Schwab. Diana brings experience from previous roles at Charles Schwab and Deloitte. Diana holds a 2009 - 2010 Masters @ University of Illinois Chicago. With a robust skill set that includes Growth Strategies, Critical Thinking, Product Requirements, Separately Managed Accounts, Investment Management and more. Diana has 3 emails and 1 mobile phone numbers on RocketReach.

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