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    Diane Ho

    Senior Account Manager - ClickUp

    Diane Ho is a Senior Account Executive - Expansion at ClickUp, a prominent productivity platform. She has been with ClickUp since May 2022, where her role involves partnering with customers to establish business goals, analyzing usage data for growth opportunities, and expanding the company's reach within the commercial sector, specifically targeting businesses with fewer than 2,000 employees.1

    Professional Background

    Before joining ClickUp, Diane held several significant positions in the financial sector:

    • Vice President Premier Relationship Manager at HSBC Retail Banking and Wealth Management (December 2018 - May 2022).
    • Licensed Senior Relationship Manager at MUFG (December 2017 - December 2019).
    • Relationship Banker at JP Morgan Chase Bank (October 2017 - November 2018).
    • Relationship Manager at Bank of America (January 2016 - February 2017).

    She also has experience as a Channel Account Manager and an Account Executive at HubSpot, where she advanced her skills in account management and customer relations.1

    Education and Certifications

    Diane graduated from the University of California, Irvine, with a degree in Psychology. She holds several financial certifications including Series 7, Series 63, Series 6, and Series 66 from FINRA, as well as being a licensed California Notary Public.1

    Personal Achievements

    In addition to her professional accomplishments, Diane was crowned Miss Vietnam Southern California in 2015, showcasing her involvement in community and cultural events.1

    Diane's diverse background in finance and account management, coupled with her leadership roles, positions her as a valuable asset in driving ClickUp's expansion efforts.

    Highlights

    [PDF] SAN DIEGO BUSINESS JOURNAL

    Related Questions

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    Location

    San Diego, California, United States