Nikki Bargas Email & Phone Number
Senior Client Management Consultant @ CAPTRUST
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Nikki Bargas Location
- Lexington, MA, US
Nikki Bargas Work
- Senior Client Management Consultant @ (June 2022 - Present)
- Manager of Finance and Reporting @ Family Office Management Services (March 2017 - Present)
- Owner @ Nikki's Financial Services (January 2015 - Present)
- Client Support Lead\Project Management @ (October 2000 - Present)
Nikki Bargas Education
- NYU
Certificate (Financial Planning Program)
2009-2009 - Hampton University
Finance (Finance and Economics)
1988-1992
Nikki Bargas Skills
- Microsoft Office
- Portfolio Management
- Management
- Microsoft Word
- Financial Reporting
- Investments
- Business Analysis
- Program Management
- Marketing
- SDLC
- Accounting
- Finance
- Customer Service
- Strategic Planning
- Financial Analysis
- Analysis
- Financial Services
- Mutual Funds
- Leadership
- Studying For Enrolled Agents Test
- Technology
- Risk Management
- Training
- QuickBooks
- Business Process Improvement
Nikki Bargas Summary
- Nikki Bargas, based in Lexington, MA, US, is currently a Senior Client Management Consultant at CAPTRUST. Nikki Bargas brings experience from previous roles at Family Office Management Services, Nikki's Financial Services and Informa Investment Services. Nikki Bargas holds a 2009 - 2009 Certificate in Financial Planning Program @ NYU. With a robust skill set that includes Microsoft Office, Portfolio Management, Management, Microsoft Word, Financial Reporting and more. Nikki Bargas has 1 mobile phone numbers on RocketReach.
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Nikki Bargas
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