Portfolio Analyst @ (October 2021 - September 2024)
Account Officer @ (February 2019 - October 2021)
FP and A Analyst @ (May 2018 - February 2019)
Nicholas Bozek Education
Rollins College
Bachelor's degree (Economics, International Business)
2014-2018
Hong Kong Baptist University
(Finance and Marketing Concentrations)
2017-2017
Nicholas Bozek Skills
Leadership
Customer Service
Public Speaking
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Financial Modeling
Financial Analysis
Hyperion Financial Management (HFM)
SAP BPC
Kronos WFC
SAP Concur
Financial Reporting
Communication
Writing
SS&C Advent
SS&C Moxy
Creative Problem Solving
Economic Research
Research
Investments
Corporate Finance
Financial Accounting
Data Analysis
Presentation Skills
Financial Services
Financial Advisory
Customer Relationship Management (CRM)
Nicholas Bozek Summary
Nicholas Bozek, based in New York, NY, US, is currently a Principal, Investment Transition Analyst at F.L.Putnam Investment Management Company. Nicholas Bozek brings experience from previous roles at F.L.Putnam Investment Management Company and Timberland. Nicholas Bozek holds a 2014 - 2018 Bachelor's degree in Economics, International Business @ Rollins College. With a robust skill set that includes Leadership, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel and more. Nicholas Bozek has 2 emails and 1 mobile phone numbers on RocketReach.
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