Yolanda Aponte is the Associate Planner at Diversified, LLC and works out of the Western Massachusetts office. She plays an integral role in the client onboarding process, account maintenance, performance reporting, and client communications. She strives to anticipate the needs of clients, building connections based on trust. She supports the team in many ways and […]
Rakhee joined the Diversified team in March 2024 and is the Broker Dealer Operations Manager and works out of Diversified’s Western Massachusetts office. Rakhee comes from a customer service background and has held positions ranging from IT Helpdesk Analyst to her most recent position as a Client Relations Manager. Rakhee graduated from the University of […]
Alana joined the Diversified team in March 2024 as the Administrative Assistant for Diversified’s Western Massachusetts office. In her role she supports the staff with scheduling, meeting preparations, and client relations services. Alana graduated from University of Massachusetts Amherst with a Bachelors of Art in Interdisciplinary Studies, and an area of concentration in Arts Administration. […]
Jared joined Diversified in 2024 as a trader. He graduated in 2007 from Penn State with a degree in Healthcare Policy and Administration. Before joining Diversified, he held roles at Citigroup, Santander, and Vanguard where he was a Senior Equity and Options Trader. Within this role, he handled all options trading and education as well […]
Samantha joined Diversified in 2024 as an Operations Assistant. She came to Diversified after working in a small-town legal office where she learned the ins and outs of client support and document preparation. Samantha resides in New Jersey wither her husband, three sons and four pups. When she is not at work, Samantha spends her […]
Diversified, LLC launches Advisor Growth and Engagement Initiative Industry veteran, John Anderson joins Diversified to lead a new initiative focused on Advisor Development and Growth. Diversified, LLC has officially launched a new initiative centered on advisor development and welcomes John Anderson as the Head of Advisor Growth and Engagement. With nearly four decades of experience, […]
