Shared Services Team, from left to right: Steve Smith, Diane Woolley, Mary Fallan, Rebecca Huff , and Shane McGreevy
Chief Compliance Officer
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet
Shane comes to Trajan Wealth with over 20 years of experience in the financial services industry. His background includes experience in the following areas: Compliance, operations, performance, pricing, product development, registered products, and private funds.
Most recently Shane was at Northern Trust Asset Management (NTAM) where he managed the Valuations Oversight Team and was Chair of the Pricing & Valuations Committee – With oversight of all registered products within NTAM. Prior to moving to Arizona, Shane lived in New York where he worked at a boutique structured credit registered investment advisor.
Shane earned a BS in Economics from the University of Minnesota. When Shane is not in the office, he enjoys spending time with his family, traveling, boating and occasionally golfing.
Chief Human Resources Officer
Diane Woolley is Trajan Wealth’s Chief Human Resources Officer. She is responsible for developing and leading our human resources strategic initiatives to attract, retain, develop and reward employees.
Diane’s career includes more than 25 years of experience with various Fortune 500 organizations – Apollo Education, US Foods, Avnet and Honeywell. She held various HR leadership roles within these organizations. She holds a Bachelor’s of Science degree in Business Management and a Green Belt Certification in Lean Six Sigma.
Diane grew up in Gilbert, Arizona where she and her husband, Shawn, reside, including a cabin in Payson, Arizona where long weekends are spent enjoying her quality time with her husband, as well as, gardening, cooking and enjoying nature.