Nicole brings years of diverse experience in the financial sector. As the Client Service Specialist for a top wealth advisory firm, Nicole provided new and existing clients with exceptional service for opening new accounts, transferring funds, and requesting distributions. She also managed all of the back-office processes needed to ensure efficient transactions and timely communications.

 

Her most recent experience is with a Field Marketing Organization, serving as a Talent Acquisition Specialist. In this role, she adeptly assisted financial advisors in recruiting new members for their teams.

 

Nicole is passionate about supporting local charitable organizations and she relishes outdoor activities with her loved ones and friends.