Nadia Rullo

Investment Operations Specialist

Nadia has worked in wealth management for several years, first with a boutique financial planning firm working with individuals and their financial planning needs. Most recently, Nadia worked for Goldman Sachs where she focused on servicing high net worth and ultra-high net worth families with investment and financial planning. Nadia is passionate about helping others reach their financial goals and is currently preparing for the CFP® exam. Outside of work, Nadia enjoys going to the beach, spending time with friends and family, and taking barre classes.

Education: Florida International University (BA)

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