Diane Sherman, MBA

Go-getter
DISC Type : d

Member at CREW

New York City Metropolitan Area, United States

Overview

Diane is a FinTech and startup advisor with over 20 years of experience, specializing in trading platforms, collateral management, and revenue growth. A former Managing Director at Bank of America, she holds an MBA from Fordham and is dedicated to leading business transformation through technology-forward initiatives.

Outside of her finance career, Diane is passionate about social impact storytelling through film. She serves on the Board of Advisors for Entertainment 2 Affect Change, a nonprofit that works to amplify underrepresented voices and drive cultural change through the power of cinema.

Unique fact: Diane blends her financial expertise with a passion for the arts, advising filmmakers on promoting social impact through cinema.

Personality Overview

Challenger

Decisive

Fast-Paced

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

FinTech Evolution
As an advisor to startup Ying, she actively posts about the rise of stablecoins and the trend of fintechs acquiring full banking charters.
Digital Asset Regulation
She closely follows how global regulators are adapting rules for crypto and stablecoins, viewing it as central to financial innovation and risk management.
Collateral Management
This is a core area of her expertise from her time as a Managing Director at Bank of America, where she managed a multi-billion dollar collateral desk.

Media Appearances

Diane has no verified media appearances

Work History

3-2025
Member at CREW
1-2025
Board of Advisors at Entertainment 2 Affect Change
12-2024
Fintech & Startup Advisor at YING
1-2022 - 3-2024
Managing Director, Global Futures, Options, & OTC Clearing Collateral at Bank of America
2-2016 - 1-2022
Director, Global Futures, Options, & OTC Clearing Collateral at Bank of America

Education

2001 - 2004
Masters of Business Administration from Fordham Gabelli School of Business
9-1992 - 5-1996
Bachelor's degree - Science from SUNY New Paltz

More Information

Social Presence :

Prographics :

Exp : 21 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Member at CREW
URL has been copied!

Insights For Selling To Diane

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Diane is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Diane

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Diane move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Diane take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Diane

Personality Compatibility


Other CREW Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.