Client Service Administrator - Stock Plan Services @ (March 2019 - May 2021)
Senior Specialist - Operations - Stock Plan Services @ (April 2017 - March 2019)
Specialist - Operations - Alternative Investment Custody Services - Purchase Team @ (April 2014 - April 2017)
Staff Accountant @ (April 2012 - April 2014)
Financial Consultant @ (June 2006 - April 2012)
Registered Associate @ AIG Financial Advisors, Inc. / Sentra Securities Corp. (March 2005 - June 2006)
Nicholas Kolb Education
Santa Clara University Leavey School of Business
Equity Compensation Associate
2019-2019
Arizona State University West
Bachelor of Science (BS) (Accounting)
2003-2006
Nicholas Kolb Skills
Asset Managment
Estate Planning
Financial Advisory
Financial Analysis
Financial Modeling
Fixed Annuities
Investment Advisory
Investments
Mutual Funds
Portfolio Management
Retirement
Retirement Planning
Series 7
Strategic Financial Planning
Wealth Management
Leadership
PowerPoint
Healthcare
Finance
Microsoft Office
Microsoft Word
Microsoft Excel
Nicholas Kolb Summary
Nicholas Kolb, based in Glendale, AZ, US, is currently a Senior Specialist, Financial Crimes Risk Management at Charles Schwab. Nicholas Kolb brings experience from previous roles at Charles Schwab and Sulzer. Nicholas Kolb holds a 2019 - 2019 Equity Compensation Associate @ Santa Clara University Leavey School of Business. With a robust skill set that includes Asset Managment, Estate Planning, Financial Advisory, Financial Analysis, Financial Modeling and more. Nicholas Kolb has 3 emails and 1 mobile phone numbers on RocketReach.
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