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Diane Peters

Director of Office Operations
Diane Peters

Diane has been part of the CJM team since 2006. As the Director of Office Operations, Diane is responsible for providing exceptional client service, ensuring all administrative operations are run smoothly, and answering any questions clients may have regarding their accounts. She is responsible for the growth and profitability of the company, including overall staff management and supervision, as well as identifying and targeting areas in which the company can improve operation. She also performs Human Resources tasks, such as on-boarding new employees and maintaining employee benefits.

THE HUMAN SIDE:

Q: Have you always worked in the financial industry?
A: I began my career in the financial services industry in 2001, working at Smith Barney in a Sales Assistant capacity. Prior to that, and after my children had grown, I was employed at an Architectural Firm as a project manager, and then went on to the Developmental Pediatrics practice at Long Island Jewish Hospital (now Northwell).

Q: What about your role at CJM do you enjoy the most?
A: I really enjoy working directly with our family of clients. Whether it’s just a quick phone call, or seeing them in person at some of our client events, it’s always nice to catch up and learn more about their lives.

Q: What are some of your hobbies?
A: I enjoy traveling, shopping, eBay, and spending time with my children and grandson.

Q: What would you do if you won the lottery?
A: Depending on how much it was, I would travel, shop, and rent a home on the water in the Hampton’s for the summer, and then another home someplace warm and exciting with great food for the winter. A private jet would be on the list as well.

Q: What’s your favorite book and why?
A: “The Wizard of Oz,” by L. Frank Baum. It’s a constant reminder to appreciate what you have in your own backyard and that “there’s no place like home.”