Diana Tasker

Diana serves Trellis clients by partnering with the Client Service Team to coordinate and execute daily operational activities. She oversees all aspects of client account administration and care, including trading and rebalancing, opening new accounts, moving money, and generating quarterly client reports.

Prior to joining Trellis, Diana served as the Senior Branch Office Administrator for Edward Jones Investments where she assisted in the management of 600+ household accounts, provided mentorship to other Branch Office Administrators in the region, organized and planned regional trainings, and coordinated regional meetings. Diana’s diverse experience also includes supporting classroom teachers as a Reading and Math Assistant, working as the Museum Director for Clymer Museum of Art, and managing her own clothing store.