Chief Operating Officer
As Chief Operating Officer, Nelly is responsible for all business functions at RIA Innovations. Her role is to create efficient operational, financial, compliance, and technological processes to ensure the firm provides the best service to our clients.
Our people and our clients are paramount; Nelly is committed to retaining and recruiting the best client service teams and ensuring we always put our clients’ interests first. It is her job to share our vision of helping others with our staff and advisory firms. The things Nelly enjoys most about her job is the team of people she gets to work with and our dedication to giving back to the community.
Nelly has been with the firm since it first began operations in 2008 and has worked in the financial industry since 2003. Prior to joining Northwest Asset Management, Nelly worked as a Financial Advisor with Piper Jaffray and UBS Financial.
She is registered as an Investment Advisor Representative, holds a Masters of Science in Finance, is a Chartered Retirement Plan Specialist, and is fluent in Spanish.