Liz Ruiz-DeFalco

Liz Ruiz-DeFalco

VP of Client Services

Liz@brentfinancial.com

Liz brings exceptional experience from New York City's elite financial sector, where she built a distinguished career at Citicorp's Private Banking Division. Rising from Operations Supervisor to Relationship Manager, she developed expertise in regulatory compliance, spearheading Know Your Customer (KYC) initiatives that set the standard for fraud mitigation and risk management — all while delivering white-glove service to High-Value Private Banking clients with discretion and precision. She also managed economic development loan processing, delivering tailored financial solutions to a discerning clientele.


With a business management degree from Southern New Hampshire University and a finance management certification from Baruch College, Liz has consistently expanded her professional expertise. Her mediation training reflects her commitment to human connection, empowering her to help the Dutchess County community turn "conflict into conversation" — a skill further amplified by her bilingual abilities, which have proven invaluable in serving diverse communities.


As an appointed official in the Poughkeepsie Mayor's Office, Liz provided critical bilingual support to the Latino community, administered ordinances and policies, and served as a trusted liaison between constituents and local government.


Community remains central to Liz's life. She actively volunteers with her place of worship and various non-profit organizations, and in her leisure time enjoys exploring the Hudson Valley's local music venues, wineries, and charming towns.