CMA is excited to welcome Diane Gabriel to our team as our Executive Director of Wealth Management Recruiting and Senior Business Development & Talent Acquisition Specialist.
Diane has over 40 years of experience in Wealth Management. She has worked at Wells Fargo Advisors and predecessor firms, and most recently as the Director of Financial Advisor Recruiting at Janney Montgomery Scott. At Janney, she was responsible for leading the firm’s Financial Advisor recruitment strategy, providing direct assistance and support to hiring managers and advisors throughout the recruitment process. Diane began her career in the financial services industry in 1982 as a financial advisor and branch/complex manager. She then spent 10 years as the Managing Director of the Branch Network for the Wells Fargo Advisors independent brokerage channel. In this role, she was responsible for the overall financial advisor experience, client service, transition and training, sales supervision, risk, and operations administration. Diane also served as the Head of Wellstrade, overseeing the strategic direction and management of the direct brokerage solution, and as the Head of Wells Fargo Advisors Solutions, overseeing and leading teams of phone-based financial advisors who provided advice and guidance to the mass and emerging affluent client base. Her final role at Wells was as head of Next Generation Talent, leading the strategy and management of various new advisor and new branch manager programs.
Diane is an honors graduate of Goucher College with a bachelor’s degree in economics. She earned her professional designation of Accredited Asset Management Specialist from the College for Financial Planning and completed the Securities Industry Institute program at the Wharton School. Diane holds the series 3, 7, 24, 63, 65, and 9/10 exams.
You can connect with her on LinkedIn HERE and see more of the CMA Recruiting Team HERE.
