About
Nicole is an Associate Client Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services, working closely with clients and relationship managers to design and implement thoughtful, goals-based strategies tailored to each client’s unique financial objectives. She’s known for her collaborative approach, clear communication, and commitment to building long-term client relationships grounded in trust and understanding.
Nicole’s fluent in both English and Spanish, allowing her to effectively serve a diverse client base and foster clear, comfortable communication across cultures. She’s passionate about creating open dialogue, delivering personalized service, and helping clients feel confident and informed as they work toward their financial goals.
Nicole has a bachelor’s and a master’s in business administration from Gonzaga University, where she also teaches as an adjunct professor.
Advisory Expertise
- Portfolio management
Education
- MBA, Gonzaga University
- BA, Gonzaga University
Professional Affiliations
- Gonzaga University School of Business
