Diane Stewart has a range of experience in various roles within the financial and non-profit sectors. Diane currently works as a Client Service Manager at Carson Wealth, where they focus on delivering exceptional client experiences and providing ongoing support to clients and the team. Prior to this, Diane served as the Enable Savings Plan Director at the Nebraska State Treasurer's Office. In this role, they were responsible for managing the Enable Savings Plan and overseeing its operations.
Before joining the Nebraska State Treasurer's Office, Diane worked at the First National Bank of Omaha as an Enable Outreach Specialist. In this position, they collaborated with program and division management to develop and implement comprehensive training and sales plans for investment products. Diane also ensured that outreach efforts aligned with customer and internal goals and trained prospective customers and key influencers within targeted markets.
Diane has also served as the Development Director at the American Heart Association, where they focused on identifying, recruiting, and cultivating an Executive Leadership Team and soliciting companies for sponsorship opportunities. Diane also organized the Go Red for Women Expo.
Additionally, Diane has previous experience as a Mortgage Loan Officer at Security National Bank, a VIP Banking Manager at Great Southern Bank, and a Vice President/Private Banking at both Pinnacle Bank and Union Bank & Trust. In these roles, they specialized in mortgage lending and private banking services.
Overall, Diane Stewart has a strong background in client services, financial planning, training, and development. Diane'sdiverse experiences have equipped their with valuable skills in relationship management, strategic planning, and project coordination.
Diane Stewart has a Bachelor of Science degree in Sociology and Business from Nebraska Wesleyan. Diane also attended Nebraska Wesleyan University and graduated from Omaha Westside. No specific start or end years are provided for any of their educational experiences.
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