As Account Analyst, Diadra Lettsome utilizes CapAcuity’s proprietary asset-liability management (ALM) system to effect timely, accurate and tax-efficient trading. Diadra serves as a day-to-day point of contact for clients on non-qualified executive benefit programs. She works closely with our senior consultants, investment team, trustees and custodians to help ensure an optimal service experience for our clients.
Prior to CapAcuity, Diadra was a private client banker with KeyBank in Troy, NY, where she worked with high-net-worth clients and partnered with financial advisors to provide tailored financial wealth analysis. Previously, she was an agent with New York Life; as well as a territory manager and regional coordinator with Continental Tire the Americas.
Diadra earned her bachelor’s degree in corporate finance from Winthrop University in South Carolina. She holds securities industry essentials, life and health, and annuity licenses; and holds Series 6 and 63 registrations.