Nucleus Financial
Ioana Loredana Rotariu is an experienced professional in training and development, currently serving as a Telephony Trainer and Call Coach at Nucleus Financial since April 2024. Prior to this role, Ioana held multiple positions at Conduent from June 2016 to November 2023, including Training Team Leader, Trainer, and Technical Advisor, demonstrating a strong background in team leadership and technical support. Ioana also gained valuable experience as a Sales Advisor at Avon from May 2015 to December 2015, showcasing versatility in both training and sales environments.
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Nucleus Financial
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Nucleus Financial Group PLC, formerly Nucleus Financial Group Limited, is a United Kingdom-based company, which rovides independent wrap platform services to over 2, 200 adviser users across more than 800 financial adviser firms. The Company's wrap platform with access to a range of tax wrappers and an open architecture approach to investments. The Company's platform allows users to combine all of clients' assets into a single, manageable online account. The Platform offers a range of custody, trading, payment, reporting, fee-handling, research and integration services and a variety of tax wrappers. Asset choices including cash, OEICs, Unit Trusts, offshore funds, structured products and listed securities, including ETFs and investment trusts, are available through the Platform.