"The job for all of us at Coastal Bridge is to offer clear and concise solutions to the complex, layered issues that our clients are facing."
Support Advisor - Client Operations
Nadine joined the Coastal Bridge Advisors team in 2023 as Support Advisor – Client Operations. In this capacity, she plays a critical operational role helping to deliver a range of services from money movement to effectively supporting clients during times of change.
For Nadine, the “Uncomplicate It” mantra helps guide her activities with clients. As she says, “Our goal at Coastal Bridge is to offer clear and concise solutions to the complex, layered issues that our clients are often facing. My aim is to help make the client experience as seamless as possible. I strive to know our clients’ needs, however large or small as they are all important. Developing a trusted relationship with them makes me most effective in carrying out my responsibilities. I value good listening and attentiveness and feel this is paramount to our success and our communication.”
Prior to joining Coastal Bridge Advisors, Nadine served as Client Service Associate for Stifel Financial Corporation, as a Private Client Assistant at Janney Montgomery Scott LLC and as Client Service Associate for UBS. In these key roles, she handled end-to-end inquiries related to account onboarding, investment operations, service requests and managed technology and platform capabilities for top advisors within the firm.
With over a decade of experience in financial advisory service, Nadine brings a strong degree of accountability and versatility to her role to meet the needs of our clients. She currently lives in Stamford, CT and enjoys traveling, bowling and spending time with her family.