Ula Madra

Ula Madra is the Associate Director of Operations & Insurance at RDM Financial Group. As a member of the Operations team, Ula is involved in all aspects of account opening and maintenance, asset movement, problem resolution, and other special projects focused on operational excellence. In addition to her operations responsibilities, she is the primary person at the practice overseeing the administration of insurance policies and annuity contracts, which involves reviewing and assessing the protection needs of RDM’s clients.

Ula started her career in the financial services industry in 2007 and held roles ranging from client servicing and agent support to operations management and compliance, allowing her to leverage the understanding and experience required to deliver service to both clients and colleagues alike. She is the recipient of the NEF Good Business Practice Award (2012), the New England Wealth Strategies Firm Development Award (2010), and the Barnum Financial Group Top Team Growth Award (2021).

Prior to RDM Financial Group, Ula worked at Barnum Financial Group and New England Wealth Strategies. She received her bachelor’s degree from the University of Connecticut with a concentration in Corporate and Organizational studies.

Ula holds a Life & Health insurance license as well as the Series 7, 63 and 65 securities licenses.