Nicole Simon
Senior Advisory Operations Specialist at Kestra Financial
- Role
- Senior Advisory Operations Specialist at Kestra Financial
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Senior Advisory Operations Specialist
Apr 2018 — Present · Austin, TX, US
Education
Texas State University
Bachelor of Business Administration (BBA), Finance
2007 — 2011
Skills
- Personal Budgeting
- Time Value of Money
- Real Estate Due Diligence
- Customer Service
- Series 7
- Financial Planning
- Microsoft Excel
- Powerpoint
- Financial Statement Analysis
- Personal Financial Planning
- Market Analysis
- Microsoft Office
- Strategic Financial Planning
- Leadership
- Asset Allocation
- Financial Analysis
- Accounting Standards
- Financial Modeling
- Finance
- Investment Valuation
- Investments
- Quarterly Reporting
- Capital Budgeting
- Portfolio Management
- Problem Solving
- Value Investing
- Excel Pivot
- Social Media
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