R.M. Davis
Diana Bourque is an accomplished professional with extensive experience in customer service, legal support, and retail management. Currently serving as a Portfolio Administrator at R. M. Davis since February 2020, Diana previously held the position of Weekend Manager at Forget Me Nots for over 21 years, where key responsibilities included training staff, inventory management, and providing exceptional customer service. As a Litigation Paralegal at Monaghan Leahy LLP from July 2011 to February 2020, Diana managed multiple personal injury cases, drafted legal documents, and conducted thorough legal research while ensuring compliance with HIPAA regulations. Earlier roles include Administrative Assistant at Comcast Spotlight and Category Leader at Gucci, where Diana demonstrated strong organizational, leadership, and communication skills. Diana holds a degree in Sociology from the University of Southern Maine and has a solid educational background from Clemson University and Cape Elizabeth High School.
R.M. Davis
Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. ~R.M. Davis does not accept endorsements, testimonials, or recommendations.~