Verified recordFinancial Services

Diane Bindas

Trade & Settlement Manager at Lsia Wealth Management

Based in Milwaukee, United States

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Seniority

Manager

Department

Other

Location

Milwaukee

Industry

Financial Services

Company size

Contact information

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d•••••••@my-lsia.com

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Background

About Diane Bindas

REDEFINING THE WEALTH MANAGEMENT EXPERIENCE As LSIA’s Trade & Settlement Manager, Diane is an integral part of the firm’s operations and investment teams, ensuring clients trades are processed accurately, efficiently and in a timely manner. Diane is responsible for maintaining the firm’s broker relationships, monitoring LSIA’s trading system, assisting Wealth Advisors with daily trade management, and settling equity and fixed income trades. Diane also works closely with LSIA’s Chief Operations Officer to help support the firm’s operations team. In this capacity, she assists with client account reconciliation and reporting, opens new client accounts, and helps the team meet corporate action deadlines. Additionally, Diane is a member of LSIA’s Trading Oversight Committee, a group established to review and monitor the firm’s trading practices. To learn more about Diane, visit https://mylsia.smashsites.com/meet-your-team-wealth/diane-bindas/.

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