Nicolle Jaramillo

Nicolle Jaramillo

Administration

Nicolle is an integral part of our wealth management team. She is responsible for new account
administration, processing administrative client requests, preparation of client reports, cost basis data
management, daily account reconciliations, income distribution, general office administration,
assisting with corporate compliance procedures and more. She serves as the liaison between our
clients and the institutional custodian.


Nicolle is fluent in both English and Spanish. Nicolle enjoys spending time with family, volunteering at
her church and swimming.


Nicolle holds a Bachelors of Art in Economics and a minor in Entrepreneurship from the University of
Miami and earned her MBA from the EAE Business School, Spain.