Kathy Nicholas's Location
Mission Viejo, CA, US
Kathy Nicholas's Work
- Practice Manager @ Level Four Wealth Management
- Operations Manager @ Capital Synergy Partners
- Operation Manager @ Financial West Group/Capital Synergy Partners
- Sales Associate @ New York Fitness
Kathy Nicholas's Skills
- Retirement Planning
- Strategic Planning
- Insurance
- Risk Management
- Strategic Financial Planning
- Investments
- Team Building
- Employee Benefits
- Mutual Funds
- Sales
Kathy Nicholas's Summary
Kathy Nicholas, based in Mission Viejo, CA, US, is currently a Practice Manager at Level Four Advisory Services, LLC, bringing 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 Retirement Planning, Strategic Planning, Insurance, Risk Management, Strategic Financial Planning and more, Kathy Nicholas contributes valuable insights to the industry. Kathy Nicholas has 3 emails on RocketReach.
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