Nick is a Client Service Associate on the Investment Operations team, where he provides comprehensive support to clients regarding their accounts and investment activity. His responsibilities include account maintenance operations, preparing and executing investment strategies, managing trading activity, facilitating account transfers, and assisting with client’s account access.
Nick graduated with high honors from Bradley University, earning a degree in Finance with a minor in Business Analytics. During his time at Bradley, he was also a member of the university’s golf team. Outside of work, Nick enjoys playing sports and spending time with family and friends.