Diane Rose, CRPC®
When determining your comfort levels relating to risk, returns and available investment options, Diane provides an in-depth historical perspective drawing from over 30 years of experience at James Investment. She can speak directly to a variety of strategies where different styles and methodologies have been applied through all types of market conditions.
Drawing from her involvement in several departments in the company, from research and portfolio management to sales and marketing, she stresses the importance of education and client retention.
Diane sincerely enjoys serving others and helping you feel informed and confident when making investment decisions. She immerses herself in reducing confusion surrounding finance by providing current, relevant data and educating advisors and private clients on the benefits of James Investment products.
Contact Diane for account portfolio reviews/analysis, James product information and materials, presentation or speaking requests, client or advisor prospect seminars, assistance with client proposals and RFPs
- Over 30 years of experience
- James team member since 1986
- FINRA Series 6, 63 and 65 registrations
- B.S. Finance Wright State University