Paula Santin has extensive experience in onboarding and investment operations, serving at both Corient and CI RegentAtlantic Private Wealth since December 2002. At CI RegentAtlantic, a fee-only independently owned Registered Investment Advisor, Paula plays a key role in providing unbiased financial advisory services and comprehensive wealth management, particularly as the firm adapts to the complexities of clients' needs following its affiliation with CI Private Wealth in 2022. Paula's career also includes previous roles as an Investment Team Coordinator and Client Relationship Specialist. Educational background includes attendance at Rutgers University–New Brunswick and Summit High School.
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