Nicole is our Operations Specialist in our Glenside office. She coordinates all office finances, including accounts payable and receivable, and deposits and withdrawals from investment accounts. She is the point person for branch compliance to all industry standards and is also responsible for submission, follow-up and correction of the office’s voluminous paperwork.
Nicole recently completed her degree in Business Management and would like to pursue a career in investments and financial planning. Nicole and her husband Leroy, a stone mason, reside in Abington. Together they have two children, Christian and Elijah.
Fun Fact: Nicole adds her interior design skillset to some of the office rooms, including the newly renovated kitchen.
Bridgett Kane is our Operations Associate, responsible for research and document preparation for client reviews. Bridgett also assists our marketing efforts by helping to build our professional networking groups.
Bridgett has a BA in Education from Bloomsburg University and has a long track record of success in various industries. Bridgett came to Raymond James after a distinguished career in the banking industry, giving her an extensive commercial and retail marketing background while serving in both a branch, and regional management capacity. Prior to Bridgett’s banking days she worked in the child care field, as Center Director at one of the largest and most prestigious child care centers in Center City Philadelphia, during which, she counted some of the largest area employers among her satisfied clients.
Bridgett and her husband Kevin reside in Havertown. Together they have two children, Brigid-Shannon and Tommy.
Connie O’Kane is an office assistant, assembling materials for the office’s financial advisors and helping to prepare for client appointments. In the course of his duties, Connie researches annuities, coordinates tax information and follows up with client requests.
Connie has a BA in English from Temple University and has had a 20-year career in journalism including reporting for The Philadelphia Inquirer. Connie lives in Abington and has two children, Catherine and Connor.
Fun fact: Connie performed amateur stand-up comedy in Philadelphia and Washington D.C. in the 1980s.
Leslie Tomczyk is our Operations Assistant in the Glenside office. She coordinates most of the incoming phone calls, prepares paperwork for upcoming appointments and assists the Operations Specialist with the processing of the office’s voluminous paperwork.
Leslie has a BS in Business from Philadelphia University and has had an extensive career in retail management with over 16 years of experience working for high-end retailers in both Chicago and Philadelphia. Leslie lives in Glenside with her husband Chuck and their two children, Eddie and Jimmy.
Fun Fact: Leslie loves streaming very obscure British crime dramas.
Alison Spinelli is our Marketing Associate in the Glenside office. She alerts our audience with new announcements and news by posting on our social media platforms such as LinkedIn and Facebook. Alison assists clients’ requests over the phone, maintains and updates customer relationship management database, and sends out paperwork corresponding to the wish of the client.
Alison received her undergraduate degree in Bachelor of Science in Business Administration with a concentration in marketing from Bloomsburg University. She has previously worked in the hospitality industry and is accustomed to fulfilling customer satisfaction. Alison resides in Conshohocken, PA.
Fun Fact: Alison loves watching reality television, and her favorite place to be is at the beach in the summer.