Carly De Diego
About Carly De Diego
Carly de Diego is the Chief Administrative Officer with over 15 years of leadership experience in the financial services industry, previously working for TD Ameritrade and Bank of America Merrill Lynch.
Chief Administrative Officer
Carly de Diego serves as the Chief Administrative Officer, leveraging her extensive experience in the financial services sector. Her role includes overseeing administrative functions and ensuring operational efficiency. With over 15 years of leadership, Carly contributes significantly to the company’s strategic planning and execution.
Leadership in Financial Services
Carly de Diego brings over 15 years of leadership in the financial services industry. Her comprehensive experience includes working with custodians, managed accounts, clearing, and middle and back-office functions. This extensive background equips her with a broad perspective on operational and strategic aspects of financial services.
Experience with TD Ameritrade and Bank of America Merrill Lynch
Prior to her current role, Carly de Diego held significant positions at TD Ameritrade and Bank of America Merrill Lynch. Her tenure at these major financial institutions provided her with critical insights and expertise in financial operations and client relationship management. This experience bolsters her ability to drive success in her current role.
Leading Training and Product Development Teams
Throughout her career, Carly de Diego has successfully led training, product development, and client success teams. Her leadership in these areas has contributed to enhanced client satisfaction and the development of innovative financial products. Carly’s ability to manage and inspire teams underpins her effectiveness as a leader in the financial services industry.