Director, Investor Relations @ (July 2022 - February 2024)
AVP Equity Research @ (November 2017 - July 2022)
Investment Analyst @ (September 2016 - October 2017)
Investment Advisor @ (June 2014 - September 2016)
Sales and Trading Associate @ (June 2013 - September 2013)
Niki Whelan Education
University of Miami Business School
Master of Science (M.S.) (Finance)
2015-2016
New York University
Certificate of Financial Planning (Finance)
2014-2015
Florida Gulf Coast University
Bachelor of Science (BS) (Finance)
2012-2013
Niki Whelan Skills
Annual Shareholder Meetings
Asset Allocation
Asset Management
Audio Conferencing
Bloomberg
Budgets
Capital Markets
Corporate Communications
Corporate Finance
Customer Service
Drafting Press Releases
Economics
Equities
Finance
Financial Analysis
Financial Markets
Financial Modeling
Financial Planning
Golf
Golf Course Management
Golf Instruction
Investment Advisory
Investment Analysis
Investment Decisions
Investment Research
Investment Strategies
Investments
Investor Relations
Leadership
Market Analysis
Market Research
Marketing Strategy
Merchandising
Microsoft Excel
New Business Development
Portfolio Management
Press Releases
Relationship Development
Research
Retail
Risk Management
Sales
Securities
Sports
Sports Marketing
Stakeholder Management
Strategic Planning
Team Building
Tournaments
Trading
Valuation
Variance Analysis
Wealth Management
Working with Investors
Niki Whelan Summary
Niki Whelan, based in Naples, FL, US, is currently a Forest Ranger | Wildland Firefighter at Florida Forest Service. Niki Whelan brings experience from previous roles at Florida Department of Environmental Protection, Norwegian Cruise Line Holdings Ltd., Citi and Naples Global Advisors, LLC. Niki Whelan holds a 2015 - 2016 Master of Science (M.S.) in Finance @ University of Miami Business School. With a robust skill set that includes Annual Shareholder Meetings, Asset Allocation, Asset Management, Audio Conferencing, Bloomberg and more. Niki Whelan has 1 emails and 2 mobile phone numbers on RocketReach.
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