Diana de Torre
VP, Bank at Work Relationship Manager @BMO U.S.
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WORK HISTORY
VP, Bank at Work Relationship Manager @BMO U.S.
Newport Beach, CA, US
I partner with companies to bring financial wellness resources directly to employees; workshops, education, and banking benefits that support long-term financial health.
ABOUT DIANA DE TORRE
I help employers turn financial stress into clarity through education, access, and support.I bring nearly 20 years of experience in the financial services industry, spanning private wealth management, business development, and organizational financial wellness.Most recently, I partnered with organizations across Orange County and the Inland Empire to support their employees through customized financial wellness programs. My work has focused on building trusted relationships with HR and benefits leaders and delivering practical solutions that help employees gain clarity around their finances and plan for the future.My areas of expertise include financial education, retirement planning, student debt solutions, health and benefit spending accounts, and bank-at-work programs. I am fluent in both English and Spanish, which allows me to connect effectively with diverse workforces and stakeholders.I am deeply passionate about helping individuals feel more confident and supported in their financial lives. I believe that when employees have access to the right education and resources, everyone benefits, people, organizations, and communities alike.
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