Deidry Feliz joined Bolton Global Capital in June 2022 as the Director of Operations. Her key responsibilities include leading the operations team, driving effective change management, building organizational resilience to minimize operational risk, and provide customized operational solutions to high producing financial advisor teams.

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Deidry has a depth and breadth of experiences in the Financial Services Industry, which include more than 18 years of experience with focus on operations, credit products, trading, compliance, and client services. She holds FINRA Series 7 and 24 licenses and is fluent in English and Spanish.

 

Prior to joining Bolton Global Capital, Deidry worked in various roles at Citi International Private Banking as well as managing and developing staff. Some of her previous roles at Citi include: Vice president of Client Sales and Engagement Support, Senior Fixed Income Trader and Control and Compliance Specialist. Her last role at Citi was as the Vice President of Wealth Management Product Specialist in which she advised and provided insight and recommendation on innovative and strategic product development and provided subject matter expertise on product development, price, promotions, launching and marketing to improve client experience and portfolio growth.

 

Deidry is passionate about excellence in client service and believes in enabling people to fulfil their professional potential by following an employee’s developmental approach to leadership.