Norma Canales is dedicated to providing superior recruiting services and assisting with the day-to-day business needs of staffing and recruiting. Norma is our point of contact and communication manager for all consultants and her ability to recruit the best in class makes her a distinctive specialist in the Wealth Management industry.
Joining Oakbrook Solutions in 2007, Norma was hired as an Account Manager responsible for managing client relationships. In 2011, she was promoted to Recruiting Director responsible for identifying, interviewing, and recruiting top talent in the Wealth Management industry.
Norma has 17 years’ experience in Institutional Trust and Custody Services. She worked as an Operations Specialist at Wachovia Bank and held positions in corporate actions, trade advisory services, maturities and transaction processing. Norma transitioned to an Account Manager role servicing Latin America clients and later moved to a New Business Conversion Coordinator role for the Institutional Custody group. Her primary trust system experience is with the SEI Trust 3000 System.
Norma and her husband currently reside in the Philadelphia area.