Nina Dworakowski
Wealth Management Associate
- Role
- Private Wealth Management Associate at The Virtus Group
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Nina Dworakowski
Experienced in financial analysis, reporting, and process improvement | Passionate about…
Experience
Private Wealth Management Associate
Sep 2024 — Present · Providence, RI, US
Assist financial advisors with managing client portfolios and conducting detailed analyses for strategic asset allocation-Support client portfolio management by collecting, tracking, and analyzing financial data-Coordinate internal processes to update client records, including personal information and investment allocations, ensuring compliance and accuracy
Education
University of Rhode Island - College of Business
Business Administration, Management and Operations
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