Ms. Ellie Nguyen is a Client Services Associate at Certuity. She supports the firm’s high-net-worth clients by managing account openings, funding, and money movements, while preparing documentation, tax-related materials, and redemption forms. Ms. Nguyen coordinates client meetings, maintains CRM data, handles cash transfers and wires, and serves as a key point of contact between clients and the advisory team.
Ms. Nguyen holds a Bachelor of Science in Business Administration in Finance from the University of Central Florida, where she graduated Magna Cum Laude, and an Associate of Arts in Finance from Palm Beach State College. She is currently pursuing a Master of Science in Finance at Florida Atlantic University.
