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Diane Woolley
Chief Administrative Officer (Cao) at Trajan Wealth
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Work Experience
Jun 2021 - Present · 3 years and 7 months
Chief Administrative Officer (Cao)
Mar 2023 - Present · 1 years and 10 months
Chief Human Resources Officer
Jul 2022 - Present · 2 years and 6 months
Director Of Office Development
Jun 2021 - Aug 2022 · 1 years and 2 months
Company Details
51-200 Employees
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today.
Year Founded
2012
Social Media
LinkedinFacebookTwitterInstagram
Industry
Financial Services, Business Financial Services
HQ Location
7702 E. Doubletree Ranch Road #100 Scottsdale, AZ 85258, US
Keywords
Money ManagementIncome PlanningAnnuitiesInsurance401(k) PlanningRetirement planningEstate PlanningWillsTrustsTax planning
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