Diane Wakefield Email & Phone Number
Chief Wealth Officer @ Southern Bank
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Diane Wakefield Location
- St. Louis, MO, US
Diane Wakefield Work
- Chief Wealth Officer @ (October 2025 - Present)
- SVP | Director of Wealth Management @ (December 2024 - October 2025)
- SVP | Director of Private Banking, East Region @ (November 2021 - September 2024)
- SVP, Region Manager| Private Banking, Trust and Wealth Management @ (May 2018 - October 2021)
- SVP, Business Development Programs Manager | Private Banking, Trust and Wealth Management @ (September 2017 - June 2018)
- SVP, Private Client Advisor | Private Client Services @ (May 2015 - September 2017)
- SVP | Private Client Manager @ (August 2010 - April 2015)
- VP | Portfolio Analyst @ (November 2006 - July 2010)
- AVP | Client Manager @ (March 2004 - October 2006)
- Investment Consultant @ (March 1999 - October 2002)
Diane Wakefield Education
- MIT Sloan School of Management
(Investment Management Theory & Practice)
2016-2016 - The Wharton School
(Aresty Institute Leadership Course)
2011-2011 - Stephen F. Austin State University
Diane Wakefield Skills
- Financial Analysis
- Sales
- Cross-functional Team Leadership
- Strategic Planning
- Profit & Loss Management
- Private Banking
- Investment Management
- Asset Allocation
- Alternative Investments
- Strategic Financial Planning
- Risk Management
- Fixed Income
- Loans
- Mortgage Lending
- Commercial Real Estate Financing
- Financial Planning
- Program Management
- Business Strategy
- Emotional Intelligence
- Strategic Partnerships
- Relationship Building
- Leadership Development
- Wealth Management Services
- Trust Services
- Matrix Leadership
- Business Development
- Wealth Preservation Planning
- Portfolio Management
- Asset Management
- Series 7
- Relationship Management
- Research
- Uniform Combined State Law
- Wealth Management
- Marketing
- Investments
- Microsoft Office
- Private Equity
- Financial Services
- Real Estate
- Haas
- Cross Functional Team Leadership
- Banking
- Team Leadership
- Cross Functional Partnerships
Diane Wakefield Summary
- Diane Wakefield, based in St. Louis, MO, US, is currently a Chief Wealth Officer at Southern Bank. Diane Wakefield brings experience from previous roles at Southern Bank, Commerce Trust and City National Bank. Diane Wakefield holds a 2016 - 2016 MIT Sloan School of Management. With a robust skill set that includes Financial Analysis, Sales, Cross-functional Team Leadership, Strategic Planning, Profit & Loss Management and more. Diane Wakefield has 1 emails and 1 mobile phone numbers on RocketReach.
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