Nicole Simon Email & Phone Number
Senior Advisory Operations Specialist @ Kestra Financial
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Nicole Simon Location
- Austin, TX, US
Nicole Simon Work
- 2018 -now Senior Advisory Operations Specialist @
- 2014 -now Advisory Support Specialist @
- 2013 -2014 Investment Analyst @
- 2011 -2012 Financial Advisor @
- 2010 -2011 Intern @
- 2009 -2009 Supplemental Instructor @ Texas State University - Student Learning Assistance Center (SLAC)
Nicole Simon Education
- Texas State University-San Marcos
Bachelor of Business Administration (BBA) (Finance)
2007-2011
Nicole Simon Skills
- Time Value of Money
- Business Analysis
- PowerPoint
- Strategy
- Market Analysis
- Problem Solving
- Customer Service
- Investment Valuation
- Financial Modeling
- Project Management
- Public Speaking
- Real Estate Due Diligence
- Value Investing
- Investments
- Portfolio Management
- Quarterly Reporting
- Financial Planning
- Strategic Financial Planning
- Personal Budgeting
- Microsoft Word
- Microsoft Office
- Capital Budgeting
- Microsoft Excel
- Sales
- Finance
- Series 7
- Personal Financial Planning
- Excel Pivot
- Financial Analysis
- Social Media
- Asset Allocation
- Financial Statement Analysis
- Leadership
- Accounting Standards
- Microsoft PowerPoint
- JIRA
- Financial Services
- User Acceptance Testing
- Asset Management
- Application Support
- Creative Problem Solving
- Confluence
- Securities
Nicole Simon Summary
- Nicole Simon, based in Austin, TX, US, is currently a Senior Advisory Operations Specialist at Kestra Financial. Nicole Simon brings experience from previous roles at Kestra Financial, Campus Advantage and Waddell & Reed. Nicole Simon holds a 2007 - 2011 Bachelor of Business Administration (BBA) in Finance @ Texas State University-San Marcos. With a robust skill set that includes Time Value of Money, Business Analysis, PowerPoint, Strategy, Market Analysis and more. Nicole Simon has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Nicole Simon?
Find contact details for 700 million professionals.
Others Named Nicole Simon
Nicole Simon
Lecturer on Social Studies and on Education, Harvard College
New York, United States
Nicole Simon
Group Procurement Manager
Sydney, NSW, AU
Nicole Simon
Lecturer in Law
Philadelphia, PA, US
Nicole Simon
Attorney At Law
Florida, United States
Nicole Simon
CEO
Mönchengladbach, NRW, DE
Top Kestra Financial Employees
Kris Chester
Chief Operating Officer Emeritus
Austin, TX, US
Doug Kish
Vice President of Business Development
Pottstown, PA, US
Bill Tadio
VP Business Development
Cumming, GA, US
Clay Johnson
Vice President
Austin, TX, US
James Collins
EVP, Head of Business Development
Austin, TX, US
Jeffrey Filimon
Vice President Business Consulting
Washington, DC, US
Connie Ross
Senior Vice President
Austin, TX, US
Austin Shives
Vice President of Business Development
Florida, United States
John Amore
President
Austin, TX, US
Tom Delaney
SVP, Compliance Services
Austin, TX, US
Fred Kufta
Vice President Of Business Development
Austin, TX, US
Walt Miller
VP Finance
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co