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Karina Diaz-Swanson
Client Service Associate
Karina Diaz-Swanson is a professional with a strong educational background and diverse experience in the financial services industry.
She holds a Bachelor's Degree from San Jose State University and an Associate's Degree from the College of San Mateo, showcasing her commitment to academic excellence.
Karina has worked as a Client Service Associate at Morgan Stanley, demonstrating her expertise in client relations and financial services.
Prior to her role at Morgan Stanley, she served as a Client Operations Associate at BMO Family Office, LLC, where she honed her skills in operations management.
Her experience also includes a position as a Senior Administrative Assistant at CTC - myCFO, highlighting her organizational and administrative capabilities.
