Kathryn Nicholson Email & Phone Number

Humble, Tx, Us

Houston, Texas, United States

Houston, Texas Area

I provided total financial needs analysis through a network of experienced professionals with expertise in:• Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services

Houston, Texas Area

• Conducted 75 Community Evaluation surveys in Rice Village and River Oaks area.• Analyzed 236 mutual funds brokered through Edward Jones. • Drafted a business plan and marketing plan to open an office as a new Financial Advisor.• Shadowed a new Financial Advisor making face-to-face contacts and assisted senior advisor in conducting the first client meeting and follow-up procedures.

Houston, Texas Area

• Assisted sales manager with marketing events and advertising promotional activities. • Event coordinator for five events for over 60 clients and prospects. • Collaborated with two financial advisors to host educational seminars regarding business succession planning and education planning for families with young children. • Managed event planning for two annual client appreciation events for a team of eight financial advisors.

Mcallen, Texas

• Conducted three marketing projects to increase client base and target the need for retirement planning. • Scheduled and confirmed meetings with clients and prospects for four certified financial consultants and two administrative associates.• Compliance, training, and testing for ABA and BSA policy, as well as the policies of Lone Star National Bank. • Experience in administration of 401(k) enrollment plans and the financial consultant's presentation of the benefits of enrolling.

University Of Houston

•Worked alongside doctoral candidate of the Department of Management at the C.T. Bauer College of Business. •Weekly correspondence and meetings over thesis topic regarding the Board of Directors of S&P 500 companies. •Compiled and organized data gathered from University of Houston databases, such as BoardEx, into manageable Excel files pertinent to research.

Mcallen, Texas Area

• Answered dozens of phone calls a week and relayed messages to five senior employees. • Responsible for office supply stock and inventory of financial kits. • Shadowed meetings with clients and wholesalers of financial services companies. • Compliance, training, and testing for ABA and BSA policy, as well as the policies of Lone Star National Bank.

Bachelor’S Degree, Finance, Personal Finance, Graduate

Activities and Societies: The Honors College and Bauer Honors Program Personal Financial Planning Program Ted Bauer Leadership Certificate.

Summer Venture In Management Program

Harvard's Summer Venture in Management Program is a highly competitive, week-long, residential program available to one hundred and sixty.