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Research / Marketing |
Operations / Administration
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Diane Rose
Has over 25 years of experience in the financial services industry. She has been with James Investment Research since 1986. Diane worked in the area of portfolio management for nearly 10 years prior to focusing her efforts primarily on new business development and client service.
Diane works extensively with clients in the area of financial, investment and retirement planning. Diane holds the Series 63, Series 65, and Series 6 securities licenses, and earned a B.S. degree in Finance from Wright State University.
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Jeff Battles, MSIN, CMFC
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Diane Rose
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Michelle Sarmiento, MBA
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Trent Dysert
Research |
Fall Ainina, Ph.D
Research |
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