Luisa Diaz
Assistant Vice President, Senior Trust Operations Officer

 

Tel: 240.497.5085

 

Luisa supports the Trust Operations department with daily duties including account reconciliation, trade settlement, cash operations, fee processing, regulatory reporting, fund accounting and management reporting. Prior to joining Chevy Chase Trust, she was the Director of Underwriting and Policy Owner Services at First Financial Group. Luisa has nine years of experience in the wealth management industry. She received her undergraduate degree from Strayer University and her Master of Science from the University of Maryland University College. Later, she received a Master of Business Administration from Strayer University.