Nick Podolak
- Role
- Senior Associate at Summit Trail Advisors
- Location
- Hoboken, NJ, US
- LinkedIn followers
- 500 followers
About Nick Podolak
I am an accomplished operations leader with a proven track record of driving operational…
Experience
Senior Associate
Jan 2023 — Present
Serves as Team Operations Officer for a dedicated Advisor team, monitoring and ensuring the efficient day-to-day operations of the team. Areas of oversight include Client Onboarding, onboarding of new Separate Account and LP Managers, Alternative Investment subscriptions, redemptions, and capital calls, and quarterly billing processes. Regularly evaluates efficiency of team policies, procedures, and technology. Develops and monitors KPI\'s in order to provide feedback and…
Skills
- Microsoft Dynamics Crm
- Banking
- Social Networking
- Sales
- Excel
- Management
- Microsoft Office
- Customer Service
- Finance
- Social Media Marketing
- Investments
- Powerpoint
- Leadership
- Time Management
- Social Media
- Middle Office
- Registered Investment Advisor
- Microsoft Word
- Crm
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