Aissata Diallo

Private Client Associate

Role
Private Client Relationship Associate at Brown Advisory
Location
Wilmington, DE, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

Experience

  1. Private Client Relationship Associate

    Brown Advisory

    Jan 2025 — Present · DE, US

    Managed complex cash operations and client account activities, including domestic and international fund transfers, recurring payments, onboarding, asset transfers, and issue resolution, ensuring accuracy and timeliness.• Prepared and maintained critical client documentation–such as investment agreements, letters of authorizations, and fee schedules–while ensuring CRM records for clients and prospects remained up to date and compliant.

Education

  • Conrad Schools of Science

    Biotechnology

    2015 — 2019

  • Sorbonne Université

    Bachelor of Arts - BA, French Studies

  • Boston College

    Bachelor of Arts - BA, International Studies

    2019 — 2023

  • Boston College

    Summer Abroad Course: Intro to Strategy & Management Consulting

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Aissata Diallo — Private Client Relationship Associate at Brown Advisory in Wilmington, DE, US | Unifers