Nicole serves as a vital connection between our clients and their financial goals, delivering seamless support with a deep commitment to service excellence. With a strong foundation in financial operations and a passion for putting clients first, she ensures every transaction, request, and conversation is handled with care, clarity, and precision.
Experience:
Prior to joining Moneco, Nicole spent four years in investment operations, where she specialized in account administration, advisor support, and workflow optimization. This experience gave her an insider’s understanding of the operational backbone that powers a great client experience, and the importance of proactive, transparent communication at every step.
Education & Certifications:
With a Master’s Degree in Industrial-Organizational Psychology, Nicole brings a thoughtful, relationship-focused lens to her role.
Personal:
Originally from Montauk, NY, Nicole now lives in Milford, CT with her husband, daughter, and two dogs. When she’s not supporting clients or collaborating with her advisory team, she enjoys exploring the Connecticut shoreline with her family.
