Diana Ruddy

Strategic Finance & Capital Markets Leader | Driving Growth Through Investment Banking, Real Estate Finance & Advisory

Role
Managing Director at Castle Placement
Location
Great Falls, MT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Diana Ruddy

With 20+ years in banking, capital markets, and strategic consulting, I bring disciplined leadership shaped by Army ROTC, big bank training and real-world resilience. Raising four children independently has strengthened how I lead, with clarity under pressure, resourcefulness in constraint, and a steady hand through change. I help high-growth and mission-driven teams make smart capital decisions, communicate with impact, and move forward with confidence.

Experience

  1. Managing Director

    Castle Placement

    Apr 2024 — Present · New York, NY, US

    Drive strategic growth by sourcing and structuring equity and debt capital for clients in real estate, healthcare, biopharma, energy and innovation, aligning investor priorities with long-term business objectives• Advise executive teams on capital structure, scaling strategies and investor engagement• Support founders and C-suite leaders with opportunity positioning, pipeline strategy, buy box and forward flow agreements, and cross-functional investor alignment• Lead investor presentations and high-stakes conversations, aligning messaging with stakeholder priorities, market dynamics, and funding goals to maximize investor interest

Education

  • UMass Boston

    Bachelor's of Science, Finance

  • W. P. Carey School of Business – Arizona State University

    MBA, Global Management Leadership

  • University of Colorado Boulder

    Graduate School of Banking - Certificate in Bank Management

Skills

  • Management Consulting
  • Mergers & Acquisitions
  • Financial Analysis
  • Sales Management
  • Banking
  • Risk Management
  • Finance
  • Business Planning
  • Project Management
  • Commercial Lending
  • Managerial Finance
  • Credit
  • Financial Modeling
  • Management
  • Portfolio Management
  • Contract Negotiation
  • Loans
  • Strategic Planning

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Diana Ruddy — Managing Director at Castle Placement in Great Falls, MT, US | Unifers