Client Service Manager
Diane is the office manager for Palisade and also assists with the daily operations, trading, trust client services, and marketing. Diane has over 30 years of wealth management and personal trust administration experience assisting in the administration of trust, agency and family wealth clients as well as daily operations functions. Prior to joining Palisade, she was a Client Relationship Manager in the Wealth Management division of BNC National Bank. Previously, Diane worked in similar roles at U.S. Trust Company from 2001 – 2005, and at its predecessor company, Resource Trust Company. Prior to this, she worked at Comprehensive Tax Management, a subsidiary of Piper Jaffray acquired in 1985 by Resource Trust Company.