Victoria Bergamotto joined the Allied Wealth Partner’s family in May of 2017 in the role of Client Services Associate. In this role, Vicki served as the first point of contact for guests and clients to the office and excelled at making them feel welcome. In August of 2017 Victoria’s role expanded to include additional activities in support of the compliance and case manager teams. Recently promoted to a Compliance Analyst position, Victoria now assists with email review, the initial review of trade blotters, report analysis and providing general support to Director of Compliance.
A graduate of Montclair State University, Victoria earned a Bachelor’s Degree in Finance and has previous experience in the financial services sector having interned at SkyBridge Capital in New York City.
A resident of Fairfield, NJ, Victoria enjoys shopping, cars, and fitness.