Nicole Saragosa

Nicole Saragosa is a seasoned professional with extensive experience in client service and compliance within the financial services industry. Currently serving as a Senior Client Service Associate at Strive since November 2024, Nicole previously held similar positions at One Capital Management, LLC and Raymond James. Expertise includes risk management, compliance procedures, and client account reviews. Nicole's career began at Wachovia Securities Financial Network, progressing from Sales Assistant to Operations Manager, overseeing broker-dealer operations. Holding a Bachelor's degree in Communication and Media Studies from UC Santa Barbara, Nicole is known for building efficient processes and maintaining high standards of client support.