Nicole Simon Email & Phone Number
Senior Advisory Operations Specialist @ Kestra Financial
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Nicole Simon Location
- Austin, TX, US
Nicole Simon Work
- Senior Advisory Operations Specialist @ (April 2018 - Present)
- Advisory Support Specialist @ (September 2014 - Present)
- Supplemental Instructor @ Texas State University - Student Learning Assistance Center (SLAC) (August 2009 - December 2009)
- Investment Analyst @ (April 2013 - March 2014)
- Financial Advisor @ (December 2011 - December 2012)
- Intern @ (April 2010 - December 2011)
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, Texas State University - Student Learning Assistance Center (SLAC), 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.
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