Kathy Nicholas Email & Phone Number
Practice Manager
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Kathy Nicholas Location
- Mission Viejo, CA, US
Kathy Nicholas Work
- Practice Manager @ Level Four Advisory Services, LLC (March 2013 - Present)
- Operations Manager @ Capital Synergy Partners (January 1999 - Present)
- Operation Manager @ Financial West Group/Capital Synergy Partners (January 1999 - January 2011)
- Sales Associate @ (July 1986 - January 1999)
Kathy Nicholas Skills
- Employee Benefits
- Insurance
- Investments
- Mutual Funds
- Retirement Planning
- Risk Management
- Sales
- Strategic Financial Planning
- Strategic Planning
- Team Building
- Wealth Management
Kathy Nicholas Summary
- Kathy Nicholas, based in Mission Viejo, CA, US, is currently a Practice Manager at Level Four Advisory Services, LLC. Kathy Nicholas brings experience from previous roles at Capital Synergy Partners, Financial West Group/Capital Synergy Partners and UBS Wealth Management. With a robust skill set that includes Employee Benefits, Insurance, Investments, Mutual Funds, Retirement Planning and more. Kathy Nicholas has 1 emails and 2 mobile phone numbers on RocketReach.
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