Diana Zapote is a registered Client Service Associate who addresses client requests and manages the practice’s operations. She provides operational and client support including, but not limited to: client onboarding, registration changes, trade execution, tax reporting, and documentation requirements. She also coordinates appointments, client events, and educational seminars while monitoring ongoing company processes for efficiency and compliance. She works diligently to deliver an excellent client experience and has a reputation for managing the day-to-day activities of the practice in a steady, experienced manner.
Diana joined Pentas Wealth Management in 2016 after working at Ameris Bank for three years, where she worked as a client service associate and personal banker. Her experience at Ameris Bank allowed her to develop the skillset that makes her so valuable in her role at Pentas. She earned a Master’s of Science in Financial Planning at the University of Georgia as well as a Bachelor of Arts degree in Global Studies from the University of West Georgia.
To learn how Diana gives back to his community, see Giving Back.