Kristin Nickerson Email and Phone Number

Manage a growing portfolio of business with assets in excess of $45 million. Built up portfolio of clients in a brand new line of business within the Wealth Management division of Citizens Financial Group. Offer high net worth clients deposit, credit and mortgage service and fulfillment. Partner with Financial Consultants to offer full financial planning and implementation. Work as mentor to new Premier Bankers. Offer new hire training and on-going coaching to team of 26 relationship managers.

Managed portfolio of 400+ affluent clients within Massachusetts, Rhode Island and the Metro NY area. Worked within Global Wealth and Investment Management, a division of Bank of America Corporation.Accustomed to working with high net worth clients with sophisticated banking, lending and investment needs. Effectively partnered with financial advisors, mortgage loan officers, US Trust managers, retail banking and business banking professionals.Offered solutions to clients using tailored financial services. Provided financial planning, retirement, investment, insurance, estate, and trust planning and debt management. Served as Market Credit Champion for 5 years and as national advisor for 2 years. Managed credit sales and line of business revenue. Coached and developed Client Managers. Partnered with Premier Banking executives to implement strategies to improve lending processes within the bank.

Responsible for the day to day operation of banking center including management of branch budget and expenses, staffing and scheduling, compliance and sales and revenue goals. Managed and participated in sales and service process. Consistently met or exceeded personal and branch sales goals.Supervised, coached and developed staff members.

Managed, trained and developed 2 groups of fund accountants (10-23 fund accountants per group.) Worked closely with mutual fund companies to accurately price and process mutual funds including the calculation of Net Asset Value, yields and distributions. Familiar with mutual funds holding domestic and international positions. Knowledgeable about mutual fund accounting.

Oversaw the management of 3 residential programs and 2 satellite programs for 22-25 adults diagnosed with alcoholism and/or mental illness. Responsibilities included program licensing, staff scheduling, supervision and development, program budgeting and health care management. Worked closely with case workers, psychiatrists, social workers and physicians to develop individual service plans for clients. Participated in grant writing in order to secure funding and program licensing through the Massachusetts Department of Mental Health.