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Nancy DiBattista — SVP, Transition · Commonwealth Financial Network · Sudbury, Massachusetts, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
As Senior Vice President of Transition at Commonwealth Financial Network, I lead the advisor onboarding and business transition functions, helping financial advisors navigate critical milestones with confidence and ease. With more than 24 years at the firm, I am dedicated to delivering seamless transition experiences that support advisor growth, operational readiness, and long-term success. My expertise spans strategic leadership, change management, project execution, and process optimization. By leading high-performing teams and overseeing complex transition initiatives, I help ensure successful business evolution while enhancing the advisor experience and driving organizational efficiency.
Experience
Senior Vice President, TransitionCurrent
Commonwealth Financial Network · Waltham, MA
Jul 2022 – Present
Senior Operation Specialist
Charles Schwab · San Francisco, CA
Dec 1999 – May 2002
Education
Skills
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