Diana Velasquez
Transforming Retirement Outcomes Through Consultant Partnerships | SVP at Morningstar Retirement
- Role
- SVP, Strategic Account Growth, Morningstar Retirement at Morningstar
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Diana Velasquez
Seeking to Empower Investor Success. I’m honored and privileged to be able to align my professional and personal passion with Morningstar’s true north. Using the experience and expertise I’ve gained over the last 25 years, I enjoy collaborating with our clients in the retirement industry to help plan participants reach their retirement goals. Translating my knowledge into insights and services for our consultant community is paramount to help people retire with dignity. My responsibilities include: building and nurturing relationships with consultants strategizing on new ways to add value for our clients and the participants they serve working with relationship and business development managersGiving back to my community is an important value I hold dear. I enjoy volunteering as a Co-leader for the Girl Scouts and supporting financial literacy programs.
Experience
SVP, Strategic Account Growth, Morningstar Retirement
Mar 2026 — Present · Miami, FL, US
Education
DePaul University
Bachelor of Commerce (B.Com.), Finance, General
1989 — 1994
University of Miami Herbert Business School
Masters, Business
2000 — 2002
Skills
- Financial Markets
- Financial Advisory
- Morningstar Direct
- Asset Managment
- Strategic Negotiations
- Asset Allocation
- Mutual Funds
- Complex Sales
- Valuation
- Financial Services
- Business Development
- Wealth Management
- Hedge Funds
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Asset Management
- Securities
- Series 7
- Investment Management
- Portfolio Management
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