Diane Sherman

Diane Sherman

Wealth Manager Assistant

845-476-0361

757-530-4076

dianes@coastalvawealth.com

Diane Sherman is a seasoned finance professional with over 20 years of experience in the financial services and technology sectors. Having previously served as Managing Director at a major bank, Diane has been and has leadership experience driving innovation at the nexus of finance, technology, and consumer behavior. Known for her visionary leadership, Diane has built and scaled technology-forward solutions and global trading infrastructures.

She has a respected track record of developing innovative cash management strategies, creating scalable financial systems, managing global teams, driving operational efficiencies in global markets, and executing cross-functional initiatives that optimize business performance while navigating the complexities of global markets and regulatory frameworks.

As an Investment Executive, Diane leverages her extensive background in global economies, to support clients in pursuing their financial goals. When Diane is not working with numbers, she enjoys her volunteer work with a NYC film society nonprofit organization, where she is a member of the Board of Advisors.