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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