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Diana wolcott

Client Relations Manager -

Online Executive Assistant

Diana’s background is strongly rooted in the banking/financial services field. She started her banking career with Chase Bank as a licensed banker, where she earned her Series 6, Series 63 and Group 1 Life Insurance Licenses.  After nearly ten years with Chase, she moved into the Commercial Lending field where she was responsible for compiling client financial documents (profit/loss analysis, cash flow statements etc.), building and analyzing complete loan applications and customer service for small business clients on the banking side.  


Diana’s attention to detail and ability to connect with clients makes her not only an asset to any team but also the ideal candidate to add to your team.


Diana earned a Bachelor Degree from Sam Houston State University, focusing in Business Management/Marketing and Accounting/Finance, in 2005.


Diana is a wife and mother of a beautiful little girl. In her spare time, she enjoys all things crafty, and being creative/artistic.

Specialties include:

  • Internal and External Calendar Management

  • Email Management

  • Management of Corporate/Individual Expense Reports

  • Research, Booking and Management of Independent/Team Travel

  • Preparation, Organization and Distribution of Team Meetings, Agendas

  • Maintaining Databases with most up-to-date Business Contact demographics

  • Salesforce

  • Coordination of Events

  • Research

  • Startups

  • Client Introductions

  • Spreadsheet Preparation

  • Document Preparation

  • Payroll

  • Accounts Payable/Accounts Receivables

  • Preparation of Billing Statements

  • Quickbooks, Expensify & Workday

  • Travel Arrangements

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