NICOLE M. RODERICK Financial Analyst & Chief Marketing Manager


Nicole joined The de Burlo Group in July 2015 and serves as The de Burlo Group’s Operations/Financial Analyst & Chief Marketing Manager. Her responsibilities include account management, monitoring client portfolios for cash levels, asset allocation, pricing, corporate actions, reconciliations & inventories. She is also responsible for oversight of the trade settlement & operations process, monthly and quarterly client reporting and researching socially responsible stocks.

 

In addition, she serves as the Chief Marketing Manager, creating and maintaining marketing/graphic materials for the de Burlo Group, Inc. Nicole is a graduate of Emmanuel College, where she earned her Bachelor of Arts degree in the Fine Arts & Secondary Education.

 

Assisting indivuals, corporations & religious/non-profit organizations with financial investing,

 across New England, for the past 30 years!