Diana Martinez

Financial Representative at Strategies for Wealth

Diana Martinez is an experienced financial professional currently serving as a Financial Representative at Strategies for Wealth since December 2022, focusing on comprehensive financial strategy integration for clients. Previous roles include Senior Client Solutions Specialist in Private Banking at PNC, and over a decade in various positions at BBVA in the USA, including Senior Relationship Support Specialist in Global Wealth Management and SBA Loan Resolution Specialist II. Diana's extensive expertise encompasses client communication, financial analysis, asset management, and compliance support, complemented by a solid educational background with a Bachelor of Business Administration from The University of Texas at Dallas and an Associate of Science from Brookhaven Community College.

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