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Ula Madra | Client Service Associate

RDM Ula Madra Headshot

Ula Madra is the Client Service Associate in the Operations Department at RDM Financial Group. Her responsibilities include creating new accounts, account maintenance, asset movement, problem resolution, and other special projects focused on operational excellence.

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 and 63 securities licenses.

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Westport, CT 06880

Office: (203) 255-0222
Fax: (203) 255-5333
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Boca Raton , FL 33487

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Office: (212) 682-2200

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