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Selena_Izzo

Selena Izzo

Analyst - Client Service

Milford, CT 

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Selena

Selena supports the financial advisory team in delivering exceptional client service and managing day-to-day operational tasks. Selena works closely with senior advisors to ensure clients receive timely, accurate, and personalized financial guidance.

Selena earned her Bachelor of Science degree in Financial Analytics from the University of New Haven, where she developed a strong foundation in financial literacy that continues to influence her career and personal life. She plans to use these skills to one day help others achieve their financial goals as a future advisor for Coastal Bridge Advisors.

Outside of work, she embraces an active lifestyle enjoying activities like hiking, running, soccer and volleyball. She also enjoys spending quality time with her large family and great group of friends.