Nancy Dibattista

Nancy began her Commonwealth career in 1999 in the Transfer of Assets department, left for a few years to work for Charles Schwab in California, and then returned to Commonwealth in 2002. As senior vice president, she oversees the bicoastal Transition and Field Development Operations teams responsible for the entire advisor onboarding experience and ensures that advisors and prospective advisors alike receive the highest level of service and support. During her tenure here, Nancy also worked in the Service Center and Field Development and Transition, where she acquired a wealth of knowledge about Commonwealth’s internal operations. With this knowledge, she partners with colleagues on a variety of firm-wide projects to streamline processes and gain efficiencies. Nancy graduated from Southern New Hampshire University with a BS in business administration and holds FINRA Series 7, 24, and 63 securities registrations.