Mgr., Wealth Management Platform - Strategic Retirement Solutions
As manager of the wealth management platform development team, Giovanna focuses on planning, organizing, and executing wealth management initiatives, with an emphasis on the advisor and client experience. She began her career at Commonwealth in 2006 as a service center associate and worked in Practice Management before joining the Investment Advisory Consulting team in 2013, transitioning to her current role in 2017. Giovanna also serves as head of the Women’s Leadership Network at Commonwealth, which was established in 2011 to inspire, empower, and support the women within the Commonwealth community. They host a variety of events throughout the year to provide networking and mentorship opportunities, champion personal and professional growth, and empower women through advocacy, discussion, and education. Prior to joining Commonwealth, Giovanna worked at Merrill Lynch. She holds her FINRA Series 7 and 66 securities registrations. She graduated from Simmons College with a BA in finance and marketing and Babson College with her MBA. She also studied in Bologna, Italy, and is fluent in Italian. Giovanna likes to spend her spare time with family and friends.