Diane Vaeza - Insurance Analyst

Diane Vaeza Diane joined Stavis, Margolis Advisory Services, Inc. in June 2008 as one of the firms Insurance Analysts. She assists the firm’s clients with underwriting, illustration support, annual reviews and additional client services.

Diane, initially from Wisconsin, comes to us with 20 years of executive assistance in financial consulting and in commercial real estate management. Her financial expertise consists of Wealth Management to include annual updates; the preparation of client portfolios regarding life insurance, securities and investments for Linsco Private Ledger. She was responsible for the progression of initiating an insurance application and followed it through to the issuance of the policy. Her resume includes all aspects of administrative responsibility for a small privately-owned firm of broker/agents.

 

 

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