Diane works closely with Palisade’s client relationship managers to establish new accounts as well as maintaining and improving existing relationships. She listens to the needs of each client and provides guidance and customized strategies to support their requests. Diane also assists the Palisade team with personal trust services, preparation of meeting materials, statement processing, accounts payable, and marketing.
Prior to joining Palisade, Diane was a Client Relationship Manager in the Wealth Management division at BNC National Bank. Earlier in her career, Diane worked in client relationship roles at US Trust Company, Resource Trust Company, and Comprehensive Tax Management.
Diane earned an AAS degree as an Administrative Office Specialist from Anoka Technical College. She also attended Cannon Financial Institute and completed the Cannon Trust School I-III and Retirement Plan Services I series.
100 South Fifth Street
Suite 420
Minneapolis, MN 55402
(612) 455-2900