Dianna C. Geist, Senior Vice President

Dianna Geist comes to NW from Acacia Financial Group and will serve as a Senior Vice President focusing on banking and investment advisory services and project finance to local and regional governments. While at Acacia, Ms. Geist was responsible for the providing investment advice to the firm’s government clients including school districts, municipalities and authorities. Prior to joining Acacia Financial Group, Inc., Ms. Geist was a Senior Managing Consultant for PFM Asset Management’s New Jersey Asset & Rebate Management Program, where she was primarily responsible for marketing financial and investment advisory services to school districts and local governments.

Ms. Geist interacted with representatives of the public sector providing information and resources for investments of public monies in both fixed rate programs and liquidity pools. Ms. Geist is a member of numerous government and education finance organizations and has conducted workshops and seminars on such subjects as permitted investments, cash management and bond proceeds investment management. Prior to joining PFM, Ms. Geist worked for two regional investment-banking firms and has over 20 years experience in the investment and banking industry as a fixed-income portfolio manager serving school districts and municipalities.

Ms. Geist attended Rutgers University as a Business Administration major and a General Banking Certificate from the American Institute of Banking. Ms. Geist holds FINRA Series 6 and 63 licenses with a 52 Series Pending.