Olga Diaz

Client Services Associate

Olga is a seasoned financial services professional who brings more than 30 years of banking experience to our team. Throughout her career, she has held senior leadership roles at several prominent financial institutions, including Bank of America N.A., Santa Barbara Bank & Trust, MUFG Union Bank N.A., and U.S. Bank N.A.

Her professional background includes serving as a Branch Manager, Director, and Client Support Center Manager, as well as working within Bank of America’s Premier Banking and Investments division. She also played an instrumental role in the launch of PurePoint Financial, a subsidiary of MUFG Union Bank. Olga’s extensive experience and demonstrated leadership have enabled her to successfully lead and develop multiple teams while maintaining a strong focus on operational excellence and client experience.

Outside of her professional responsibilities, Olga enjoys spending time with her family and pursuing interests such as cooking, sewing, and gardening.

Phone 805-926-0404
Fax 844-926-0405