Diana Rudwilleit
Associate - McNamara Group at Oppenheimer & Co. Inc.
📍 West Palm Beach, Florida, United States
Diana Rudwilleit is a Senior Financial Associate with The McNamara Group at Oppenheimer & Co. Inc. , bringing experience from the financial services industry since 2008. Her background in operations at Stifel provides her with expertise in servicing complex accounts. She is licensed to practice in over 20 states.
Personally, Diana lives in Jupiter, Florida, with her daughter. She enjoys spending her free time reading, riding her bike, and going to the beach.
Unique fact: Her operational expertise is a key asset in managing and opening complex financial accounts for clients.
Read the full overview →Experience
17 Years
Current Role
Associate - McNamara Group
Location
West Palm Beach, Florida, United States
Personality Overview
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Priorities
Topics Diana cares about
Complex Account Servicing
Her background in operations has given her specific expertise in opening and servicing complex accounts for clients.
Financial Operations
Spent seven years working in Operations at Stifel, giving her a deep understanding of the back-end of financial services.
Career
Work history
11-2015
Associate - McNamara Group
Oppenheimer & Co. Inc.
10-2008 - 10-2015
Operations Analyst
Stifel Financial Corp.
In the press
Media appearances
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Education
Education details unavailable
Deerfield Beach High School
Social presence
Other Oppenheimer & Co. Inc. Employees
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