Nikki Trudell

Nikki Trudell is a Compliance Specialist at Annex Wealth Management since November 2020, focusing on compliance development, regulatory oversight, and supervision of accounts in alignment with US Securities and Exchange Commission regulations. Prior to this role, Nikki served as a Customer Service Manager at the Brookfield Branch, acting as the primary liaison for clients and overseeing account updates. Nikki also worked at Voit & Company LLC as a Client Service Specialist, performing similar liaison duties, and was the Medical Billing Manager at HealthWorks Wellness Center from September 2007 to February 2019. Nikki holds a Bachelor of Applied Science in Early Childhood Education and Teaching from Mount Mary University, earned between 1987 and 1991.