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Diana K. Gibbons
5212 Rokefield Way | Norcross, GA 30092 |(404) 915-6167 | dianagibbons@msn.com
EXECUTIVE SUMMARY
Results-focused, operations and training specialist skilled in examining overall operations and designing results-
oriented initiatives. Possess “in depth” skills for the training and development of cross-functional team members.
Experienced in the design and delivery of innovative solutions in line with company objectives.
• Proven performance in needs assessment, making
recommendations and executing change
• Effective and proven presentation, verbal, and
written communication skills
• Proven ability to effectively negotiate solutions
and deadlines with management
• Excellent organizational and time management
skills
• Depth of experience in employee development
and training to meet business need
• Proven leadership of high performance teams to
attain corporate objectives
Key Accomplishments:
• 50% processing time and cost reduction of deliverables
• Creation of production teams to streamline processing time and eliminate inefficiencies
• Execution of individual employee training and development programs
• Compilation of department procedures manuals and checklists
PROFESSIONAL EXPERIENCE
Reliance Operations Services / subsidiary of Reliance Trust Company
Established in 1993 as one of the largest independent trust companies in the United States, Reliance Trust offers a full array of custom
Trust services and personal financial products designed for businesses and private entities.
Accounting and Reporting Department Supervisor/Operations Officer 2007 – 2012
Responsible for the execution of personnel management (i.e. manage employee schedules, time off requests and assist
in drafting performance appraisals) and the supervision of staff to maintain a positive and productive work
environment in addition to overseeing the daily translation and reconciliation of all incoming financial data for the
timely delivery of over 2000 client Trust monthly, quarter and annual statements.
• Created internal processing teams to implement exceptional efficient information exchanges among team
members and to assist in employee cross training initiatives for all team functions.
• Worked in conjunction with staff to insure all account activity posting is timely and accurate for all clients and
assist/oversee timely reconciliations for all accounts.
• Assisted personnel with identifying process inefficiencies and compiling process plans to resolve and streamline
procedures.
• Interpreted and translated complex data files to develop and test reporting tools, systems and databases in
conjunction with IT.
• Performed periodic audits to ensure appropriate work quality and risk control procedures are in place. Develop
additional key indicators and tracking mechanisms, as needed.
• Developed, implemented and documented department policy and procedures.
• Maintained prompt, quality communications and relationships with internal Administrative teams and external
contacts.
• Reviewed/approved outgoing client files and money transfer requests.
• Reviewed/assigned, as necessary, daily incoming service requests.
• Assisted in conversions, automation initiatives and new business development.
Diana K. Gibbons Page 2
(404) 915-6167 | dianagibbons@msn.com
Cornerstone Financial Advisors
Independently owned and operated financial planning firm specializing in wealth management for entrepreneurs, independently owned
companies and individuals needing assistance in financial planning and investment opportunities.
Team Coordinator 2003 – 2006
Responsible for providing comprehensive administrative support for company financial advisors in addition to
implementing initiatives and procedures to meet company objectives.
• Oversee client contact system and client contact management systems.
• Develop and implement client events and holiday gift programs.
• Responsible for overseeing daily tracking and follow up of client service requests, incoming client
correspondence and incoming funds and securities.
• Develop office procedures manual.
• Develop office disaster recovery program.
• Develop and oversee office compliance program.
• Review all office invoices for accuracy and prepare checks as necessary.
• Develop vendor relationships and resolve vendor billing problems.
• Oversee front office scheduling and submit timesheets to payroll services for front office personnel.
• Perform initial input and preparation of financial plans.
• Input trades for client portfolios, as directed by management.
• Develop/implement office asset management program.
• Update/maintain office investment model portfolios.
• Compile all investment, insurance and other proposals for new and existing clients.
• Assist in client meetings and follow through coordinate follow up for financial planning clients and existing
client base.
Diana Gibbons dba DKG Financial/Legal Services
A self owned sole proprietorship designed to provide administrative services for financial services professionals. Past clients include Robert L.
Campbell dba Campbell Financial Group and Timothy J Maestas at American Express Financial Advisors both located in Denver,
Colorado.
Administrative Services Assistant 1997 – 2003
Responsible for overseeing all front office operations and client work flow in addition to assisting in compiling and
creating financial plans for individuals and business professionals.
• Maintain/update/compile client asset portfolios in database software DBCAMS, Morningstar Principia Pro
and AMEX Client Data Systems.
• Perform daily/weekly/monthly downloads of account information and prices from Charles Schwab/DST
Fanmail/Micropal.
• Input securities trades into Schwablink and AMEX trading systems.
• Coordinate various client account activity (transfers/new accounts) with Charles Schwab/Resources Trust
Company/American Express to ensure accuracy.
• Maintain/organize client files.
• Perform research on account/tax/compliance/legal issues.
• Create office procedures manual.
• Download updates to software as needed through modem/Internet connections.
• Converted DOS based DBCAMS software to Windows based.
• Attend client meetings as needed.
• Type/draft/proof/read client correspondence, quarterly newsletter and legal documents.
• Provide monthly office accounting services for Sweet, Peterson, Norris, Campbell office account.
Diana K. Gibbons Page 3
(404) 915-6167 | dianagibbons@msn.com
EMPLOYMENT HISTORY
Registered Representative – OmniVest, Inc. – Denver, CO
Legal Secretary – Rothgerber, Johnson & Lyons, LLP - Denver, CO
Compliance Assistant – Mountain Parks Bank, Denver – Denver, CO
Retail Operations Analyst/Corporate Trainer – Northeast Savings – Hartford, CT
EDUCATION
B.S., Human Services Administration, Nova Southeaster University, Ft. Lauderdale, FL (anticipated December 2017)
B.A., Earth Science/Meteorology, University of Northern Colorado, Greeley, CO
A.S., Legal Assisting, Manchester Community Technical College, Manchester, CT
Certificate, Personal Financial Planning, Denver Metro-Technical College, Denver, CO
CONTINUING EDUCATION
Colorado Continuing Education: Drafting Will and Trusts; Professional Education Systems, Inc.: Current Issues in
Colorado Probate, Corporate Formation for Paralegals, Colorado/Federal Estate and Gift Tax Workshop, The
Complete Trust Workshop; Advanced Computer Technology Training (ACTT): Windows >95, Introduction to
Networking, Introduction to Novell Networks, Novell Network Administration; Phoenix Institute: Assertive
Communication I &II.

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Diana Gibbons_PF

  • 1. Diana K. Gibbons 5212 Rokefield Way | Norcross, GA 30092 |(404) 915-6167 | dianagibbons@msn.com EXECUTIVE SUMMARY Results-focused, operations and training specialist skilled in examining overall operations and designing results- oriented initiatives. Possess “in depth” skills for the training and development of cross-functional team members. Experienced in the design and delivery of innovative solutions in line with company objectives. • Proven performance in needs assessment, making recommendations and executing change • Effective and proven presentation, verbal, and written communication skills • Proven ability to effectively negotiate solutions and deadlines with management • Excellent organizational and time management skills • Depth of experience in employee development and training to meet business need • Proven leadership of high performance teams to attain corporate objectives Key Accomplishments: • 50% processing time and cost reduction of deliverables • Creation of production teams to streamline processing time and eliminate inefficiencies • Execution of individual employee training and development programs • Compilation of department procedures manuals and checklists PROFESSIONAL EXPERIENCE Reliance Operations Services / subsidiary of Reliance Trust Company Established in 1993 as one of the largest independent trust companies in the United States, Reliance Trust offers a full array of custom Trust services and personal financial products designed for businesses and private entities. Accounting and Reporting Department Supervisor/Operations Officer 2007 – 2012 Responsible for the execution of personnel management (i.e. manage employee schedules, time off requests and assist in drafting performance appraisals) and the supervision of staff to maintain a positive and productive work environment in addition to overseeing the daily translation and reconciliation of all incoming financial data for the timely delivery of over 2000 client Trust monthly, quarter and annual statements. • Created internal processing teams to implement exceptional efficient information exchanges among team members and to assist in employee cross training initiatives for all team functions. • Worked in conjunction with staff to insure all account activity posting is timely and accurate for all clients and assist/oversee timely reconciliations for all accounts. • Assisted personnel with identifying process inefficiencies and compiling process plans to resolve and streamline procedures. • Interpreted and translated complex data files to develop and test reporting tools, systems and databases in conjunction with IT. • Performed periodic audits to ensure appropriate work quality and risk control procedures are in place. Develop additional key indicators and tracking mechanisms, as needed. • Developed, implemented and documented department policy and procedures. • Maintained prompt, quality communications and relationships with internal Administrative teams and external contacts. • Reviewed/approved outgoing client files and money transfer requests. • Reviewed/assigned, as necessary, daily incoming service requests. • Assisted in conversions, automation initiatives and new business development.
  • 2. Diana K. Gibbons Page 2 (404) 915-6167 | dianagibbons@msn.com Cornerstone Financial Advisors Independently owned and operated financial planning firm specializing in wealth management for entrepreneurs, independently owned companies and individuals needing assistance in financial planning and investment opportunities. Team Coordinator 2003 – 2006 Responsible for providing comprehensive administrative support for company financial advisors in addition to implementing initiatives and procedures to meet company objectives. • Oversee client contact system and client contact management systems. • Develop and implement client events and holiday gift programs. • Responsible for overseeing daily tracking and follow up of client service requests, incoming client correspondence and incoming funds and securities. • Develop office procedures manual. • Develop office disaster recovery program. • Develop and oversee office compliance program. • Review all office invoices for accuracy and prepare checks as necessary. • Develop vendor relationships and resolve vendor billing problems. • Oversee front office scheduling and submit timesheets to payroll services for front office personnel. • Perform initial input and preparation of financial plans. • Input trades for client portfolios, as directed by management. • Develop/implement office asset management program. • Update/maintain office investment model portfolios. • Compile all investment, insurance and other proposals for new and existing clients. • Assist in client meetings and follow through coordinate follow up for financial planning clients and existing client base. Diana Gibbons dba DKG Financial/Legal Services A self owned sole proprietorship designed to provide administrative services for financial services professionals. Past clients include Robert L. Campbell dba Campbell Financial Group and Timothy J Maestas at American Express Financial Advisors both located in Denver, Colorado. Administrative Services Assistant 1997 – 2003 Responsible for overseeing all front office operations and client work flow in addition to assisting in compiling and creating financial plans for individuals and business professionals. • Maintain/update/compile client asset portfolios in database software DBCAMS, Morningstar Principia Pro and AMEX Client Data Systems. • Perform daily/weekly/monthly downloads of account information and prices from Charles Schwab/DST Fanmail/Micropal. • Input securities trades into Schwablink and AMEX trading systems. • Coordinate various client account activity (transfers/new accounts) with Charles Schwab/Resources Trust Company/American Express to ensure accuracy. • Maintain/organize client files. • Perform research on account/tax/compliance/legal issues. • Create office procedures manual. • Download updates to software as needed through modem/Internet connections. • Converted DOS based DBCAMS software to Windows based. • Attend client meetings as needed. • Type/draft/proof/read client correspondence, quarterly newsletter and legal documents. • Provide monthly office accounting services for Sweet, Peterson, Norris, Campbell office account.
  • 3. Diana K. Gibbons Page 3 (404) 915-6167 | dianagibbons@msn.com EMPLOYMENT HISTORY Registered Representative – OmniVest, Inc. – Denver, CO Legal Secretary – Rothgerber, Johnson & Lyons, LLP - Denver, CO Compliance Assistant – Mountain Parks Bank, Denver – Denver, CO Retail Operations Analyst/Corporate Trainer – Northeast Savings – Hartford, CT EDUCATION B.S., Human Services Administration, Nova Southeaster University, Ft. Lauderdale, FL (anticipated December 2017) B.A., Earth Science/Meteorology, University of Northern Colorado, Greeley, CO A.S., Legal Assisting, Manchester Community Technical College, Manchester, CT Certificate, Personal Financial Planning, Denver Metro-Technical College, Denver, CO CONTINUING EDUCATION Colorado Continuing Education: Drafting Will and Trusts; Professional Education Systems, Inc.: Current Issues in Colorado Probate, Corporate Formation for Paralegals, Colorado/Federal Estate and Gift Tax Workshop, The Complete Trust Workshop; Advanced Computer Technology Training (ACTT): Windows >95, Introduction to Networking, Introduction to Novell Networks, Novell Network Administration; Phoenix Institute: Assertive Communication I &II.