Diana Willson

Managing Director, Marketing at AssetMark

Diana Willson has extensive work experience in marketing and wealth management. Diana is currently serving as the Managing Director of Marketing at AssetMark since January 2023. Prior to that, they held the position of Marketing Director for Proprietary Investments at the same company from January 2021 to June 2023. Diana has also worked at Bank of the West as the Senior Marcom Partner and Vice President of the Wealth Management Division from July 2018 to December 2020. Their previous roles include Senior Manager of Investment Marketing and Marketing Manager for Proprietary Investments at AssetMark from March 2017 to June 2018 and from March 2015 to March 2017, respectively. Before that, they worked as a Product Marketing Manager at Salient (formerly Forward Investing) from January 2014 to September 2014. Diana started their career as a Marketing Manager at Hewins Financial | Wipfli Hewins, where they worked from October 2010 to January 2014.

Diana Willson holds a Bachelor of Arts (B.A.) degree in English with a minor in Studio Arts from California State University, Stanislaus. Diana then went on to pursue a Master of Philosophy (M.Phil.) in Medieval Studies from Trinity College Dublin. In addition to their degrees, Diana has also obtained certifications in Advanced Social Media from the University of San Francisco and Marketing Strategy from Cornell University. The specific start and end years for their education and the months in which they obtained their certifications are not provided.

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Timeline

  • Managing Director, Marketing

    January, 2023 - present

  • Marketing Director Proprietary Investments

    January, 2021

  • Senior Manager Investment Marketing

    March, 2017

  • Marketing Manager Proprietary Investments

    March, 2015