Diane Derlis
About Diane Derlis
Diane Derlis serves as a Private Wealth Associate for Ultra High Net Worth Clients at UBS in Canada, where she has worked since 2016. She is recognized for her professionalism, discretion, and integrity in client service, and has extensive experience in both domestic and offshore private banking.
Work at UBS
Diane Derlis has been serving as a Private Wealth Associate for Ultra High Net Worth Clients at UBS since 2016. In this role, she is recognized for her professionalism, discretion, and integrity, which are essential in managing the complex needs of ultra high net worth clients. Her tenure at UBS spans over eight years, during which she has developed a strong understanding of client service in the wealth management sector.
Previous Employment History
Before joining UBS, Diane Derlis held various positions in the financial services industry. She worked at Credit Suisse as a Private Wealth Associate for Ultra High Net Worth Clients for nine months in 2015-2016. Prior to that, she was an Investment Representative/Associate at Canaccord Genuity Wealth Management Canada from 2010 to 2012. Her career also includes roles at Richardson GMP, CIBC World Markets, and American Express, where she gained extensive experience in client service and investment advisory.
Education and Expertise
Diane Derlis studied at Ryerson University, where she earned a Bachelor of Business Administration (B.B.A.) with a major in Accounting and Finance from 1979 to 1982. She furthered her education at the Canadian Securities Institute, achieving the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) from 2001 to 2004. Her educational background supports her expertise in private banking and wealth management.
Professional Skills
Diane Derlis is known for her ability to think outside the box, which contributes to enhancing company profitability and productivity. Her extensive experience in both domestic and offshore private banking equips her with the skills necessary to effectively manage ultra high net worth client accounts. She is recognized for her commitment to client service and her ability to address complex financial needs.
Career Development
Diane Derlis has built a diverse career in the financial services sector, starting from her role in business development at Bell Canada in the mid-1990s. Over the years, she has transitioned through various positions that have allowed her to develop a comprehensive skill set in investment advisory and client management. Her career reflects a continuous commitment to professional growth within the wealth management industry.