Oksana is responsible for managing Advisory Support and oversees advisory platform support, services and functionality across the enterprise. Oksana joined Cadaret Grant in 2013 and has managed Advisory Operations for the past 5 years. Her in depth advisory experience working with various platforms, financial professional and support staff places her in the ideal position to continuously improve our platform support moving forward.
Oksana received a bachelor’s degree in International Relations with minors in Finance and Economics from Syracuse University. She has 14 years of industry experience, most recently in the private wealth management division of Goldman Sachs.