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.
Diana Rudwilleit
Associate - McNamara Group at Oppenheimer & Co. Inc.
West Palm Beach, Florida, United States
Overview
Topics They Care 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.
Wealth Management
Works as a Senior Financial Associate within a wealth management group, assisting private clients with their financial needs.
Media Appearances
Diana has no verified media appearances
Work History
11-2015
Associate - McNamara Group at Oppenheimer & Co. Inc.
10-2008 - 10-2015
Operations Analyst at Stifel Financial Corp.
Education
Education details unavailable from Deerfield Beach High School
More Information
Social Presence :
Prographics :
Exp : 17
Location : West Palm Beach, Florida, United States
Job Level : N/A
Designation : Associate - McNamara Group at Oppenheimer & Co. Inc.
