Nancy Di Battista
About Nancy Di Battista
Nancy DiBattista is the SVP of Transition at Commonwealth, overseeing multiple teams and specializing in optimizing the onboarding and business transition processes for financial advisors.
Nancy DiBattista: Title and Role
Nancy DiBattista serves as the Senior Vice President of Transition at Commonwealth. In her current capacity, she oversees the Transition, Fee-Only Transitions, and Business Transitions teams. Her role is pivotal in ensuring an optimal and streamlined experience for financial advisors who are onboarding, shifting to a fee-only business model, or transitioning their businesses through mergers and acquisitions.
Nancy DiBattista: Work History
Nancy DiBattista started her career at Commonwealth in 1999. She also had a brief tenure at Charles Schwab in California before returning to Commonwealth in 2002. Since then, she has worn many hats within the company, contributing significantly to streamlining processes and gaining efficiencies.
Nancy DiBattista: Education and Certifications
Nancy DiBattista holds a Bachelor's degree in business administration from Southern New Hampshire State University. She is also registered with FINRA, holding Series 7, 24, and 63 securities registrations.
Nancy DiBattista: Commitment to Company Culture
Nancy cites the people, culture, and community as her top reasons for loving her position at Commonwealth. She feels privileged to work alongside supportive, hardworking, and fun colleagues. Nancy appreciates the sense of community within the company, valuing how it comes together during both good and challenging times.