Diane Alexander
Wealth Care Coordinator –
Location: Greeley, CO
Position
- Colorado Society of Certified Public Accountants
Background/Experience
- Joined Anderson & Whitney in 1993
- Tax Preparer for Individuals and Small Businesses
- Licensed to Advise for Purchases Concerning Securities and Mutual Funds
- Licensed Agent for Life Insurance, Annuities, and Variable Contracts
- Experience with Non-Profit Organizations, Construction Companies, Insurance Agencies, and Property Development
Education
- University of Northern Colorado, Bachelor of Science in Accounting
Community Activities
- Success Foundation – Board Member, Treasurer
- PEO Chapter EC – Member and Past Treasurer
- United Way of Weld County
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