Experience

Hudson Wealth Management LLC

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Jul 2015 - Present

• Director of Business Development

  • Aug 2013 - Jul 2015

  Hudson Wealth Management is a dynamic, independent financial services firm located in the heart of historic Red Bank, New Jersey. As a boutique wealth management firm, Hudson distinguishes itself by creating customized plans for its clientele, leveraging decades of experience of the team's diverse backgrounds in financial services, law, accounting, and health and life insurance.As the Director of Business Development, Diana is integral to the success of the firm by fulfilling a hybrid role in finance and marketing. She plays a pivotal role in Hudson’s financial planning process, developing and maintaining the operational mechanics of the firm’s trading platform as well as the implementation of Hudson’s Elite Access system, where existing clients utilize state of the art technology to gain a current snapshot of their complete financial picture. Diana is also principally responsible for developing strategies for firm growth, including recruitment of essential personnel, marketing strategic relationships with alliance partners and identifying potential acquisition candidates. In this unique role, Diana consistently focuses on supporting the overall process of management and decision making to ensure the firm maximizes its short and long term profitability. Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Trade Analyst

  • Jan 2010 - Jan 2012



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Associate Director/Trading

  • 2004 - 2009