Daytona Nomick Email & Phone Number

Los Angeles, CA, US

Wilmington, North Carolina, United States

Wilmington, North Carolina, United States

Pasadena, California, United States

Glendale, California

Work directly with the financial advisor to provide internal support to our high net worth clients. Assist in the management of client accounts, process client requests in a timely manner, help implement financial plans, prepare the advisor for important client meetings and presentations, manage calendar appointments and scheduling, and complete all other.

Wilmington, North Carolina

Maintained client relationships and handled all of the daily activity in the trust accounts. Completed annual state reports, reviews, income distributions, tax filings, and other various tasks to ensure the trusts were in compliance of the trust agreement. Completed all new account opening processes.

Wilmington, North Carolina

Responsibilities included the coordination of the trust division’s daily operations, with a primary focus on implementing and maintaining operational controls, transaction reviews, securities operations processing, account and asset reconciliations, and processing receipts and disbursements.

Wilmington, North Carolina

Direct support to the Managing Director/Financial Advisor of the Eastern Region. Assisted with client relationships, meeting preparations, account openings, and various operational tasks. Also worked closely with broker/dealer to help advisors manage commission-based products. Provided administrative support and helped maintain an efficient work environment.

Wilmington, North Carolina

Worked directly with the wealth managers to assist with their client relationships. Completed various projects and preparations for meetings, and helped advisors manage their client accounts. Internal support to both clients and advisors. Also the office manager, whose responsibilities included maintaining and providing administrative support to ensure.

Wilmington, North Carolina

Handled incoming calls for support functions for store representatives and customers. Mainly focused on reviewing consumer credit reports, assisting with credit application process, and completing manual authentications. Also assisted with processing and taking payment on internet orders to prepare them for shipment. Required to work in a fast-paced.

Raleigh, North Carolina

Intern for Private Wealth Advisory Services. Completed work on various projects such as Sharepoint in which I developed, promoted, and trained employees on the new site. Worked closely with Wealth Management associates, developed relationships, and further increased my knowledge and skills through meetings and observation.