Senior Accounts Management Associate
Jana Nuzman joined The Leaders Group in April of 2018, having been in the financial industry for more than 20 years. Her experience has been in both the brokerage side as well as insurance and she holds the FINRA Series 7, 63 and 66 licenses plus a Colorado life and health insurance license. Using her strength in customer service, she will assist advisors with navigating the new account process and ensuring successful account opening and management.
Born and raised in Salt Lake City Utah, Jana earned a bachelor’s degree in Accounting from Westminster College before moving to Colorado in June of 2002. In her free time, she enjoys practicing yoga, rafting and hiking.