Diane McGillicuddy

Senior Consultant

610.738.1231 office

617.980.8289 cellular

Diane McGillicuddy

Diane is a Senior Consultant with Meradia who bring 20 years of experience in the investment services industry. She is adept at organizational integration and redesign, successfully implementing new technology, onboarding clients, and optimizing processes and teams.
 
Prior to joining Meradia, Diane served as an independent consultant where she managed and organized all phases of client engagements for business strategy analysis, process improvement, project management, client implementations and operational redesign. Key accomplishments include leading a firm-wide systems and process program for DTCC Settlement Optimization; and coordinating and facilitating the automation and implementation of an enterprise-wide compliance solution for the Volcker Rule. Prior to consulting, Diane fulfilled several senior roles at State Street where she advocated for clients including RIAs, Corporations, Trust Companies, and Foundations. She developed and implemented client communications to proactively message and recommend changes, trends, and best practices. She also led an effort to create executive management reporting to track key performance indicators on client satisfaction levels, strategic initiatives, operational metrics, and action plans to strengthen existing relationships.
 
Diane earned a B.A. in Economics from College of the Holy Cross, an MFA in Finance from Boston College, and a project Management Certificate from Cornell University. Outside of the office, Diane enjoys traveling.