Nadine Rudd

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Nadine  Rudd


Nadine joined Breed & Associates in August 2010 and sets a tone of excellence. Her attention to detail offers our clients superior trust and estate support. Nadine saves our clients both money and time by efficiently and effectively managing clients with her strong communication and analytical skills. She works closely with the client’s financial advisors and is proficient in investment tracking. To provide her client with an overall financial picture, she prepares detailed financial and cash flow reports. She has a strict adherence to her client needs.  Nadine lends a hand in legal and factual research as well as any other legal support needed for our firm.

In addition to regular trust administration, she works closely with Barnabas and Phyllis in preparation of her clients’ fiduciary tax returns ensuring that the client/trust are tax savvy. She has a solid working knowledge and assists in the preparation of gift estate tax returns.

Nadine is also head of new business development.  Her degree in marketing serves our company well for planning and overseeing new marketing initiatives.  She works diligently to research individuals and organizations to find new opportunities with whom to build long term relationships while continuing to nurture existing clients.

EDUCATION

West Chester University

B.S. Marketing 1991