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Diane Spath
Director of Operations at Palo Alto Wealth Advisors
Operations expert with leadership experience in finance and education.
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Location
San Francisco Bay Area, US
Bio
Generated by
Topline AI
Diane Spath is a seasoned operations professional with expertise in finance, management, and education. She has held leadership positions at top institutions, including Palo Alto Wealth Advisors and NYU Stern School of Business. With a Master's degree from New York University and a Bachelor's degree from the University of Colorado, Diane brings a strong academic background to her work. She is also certified in FINRA Securities Essentials Exam.
Credentials
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FINRA Securities Essentials Exam
FINRAMar, 2023- Apr, 2026
Experience
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Palo Alto Wealth Advisors
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Palo Alto, California
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Director of Operations
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Jun 2019 - Present
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Palo Alto, California
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Columbia University in the City of New York
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New York, New York
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Assistant Director
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2000 - 2002
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New York, New York
Weatherhead East Asian Institute
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NYU Stern School of Business
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New York, New York
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Associate Director Of Development
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1996 - 2000
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New York, New York
Executive Development Programs
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NYU Stern School of Business
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New York, New York
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Assistant Director
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1991 - 1995
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New York, New York
MBA Academic Advising
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Education
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New York University
Master's degree -
University of Colorado
Bachelor's degree
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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