Nick Albers Email & Phone Number

Charlotte, Nc

Technology, Media & Telecom

Charlotte, Nc

Leveraged Finance Structuring & Origination

New York, Ny

Commercial Field Services Private Equity

Cincinnati, Oh

Rotation 1: January 2020-April 2020Rotation 2: September 2020-December 2020• Created over 30 wealth management review books for clients involving net worth statement, estate planning, and Monte Carlo projections to calculate ideal retirement ages and future net worth• Analyzed pension plans for clients, calculating the greatest potential return for reach option and offered recommendations to portfolio managers• Researched RSUs and incentive stock options for clients overexposed to a single security, illustrating its negative effects to growth and offered solutions for diversification• Researched and provided buy/sell recommendations on large cap and small cap securities, utilizing resources including Bloomberg and FactSet• Updated mutual fund performances quarterly and presented the findings to the 401(k) team to assess which funds should be removed as options for clients• Designed and produced a system for tracking internal transfers in Excel to accurately report receipts and disbursements which could more accurately reflect end of year bonuses for 40+ employees

Cincinnati, Oh

• Created custom plans for transferring policies off old mainframe system to new, more efficient data lakes, tailored toward individual business units• Executed monthly database process of validation, ingestion, and report generation for 500,000+ policies and $1.5 billion in premiums• Analyzed and identified anomalies in monthly policy data, creating executive reports shown to business unit directors to improve operational efficiencies in policy transfer• Developed monthly dashboards for Project Management Office, identifying high performing and under achieving business units• Facilitated communication between 28 individual business units, the respective unit directors, and the Project Management Office

Master Of Science, Business Analytics, 3.92

Bachelor Of Business Administration, Finance & Mathematics Minor, 3.96 | Major & Minor: 4.00 (Summa Cum Laude)

Activities and Societies: • Kolodzik Business Scholars • Sigma Alpha Epsilon Fraternity - President • Sigma Sigma Men's Honorary - Vice.

Education record

Activities and Societies: • Student Body Vice President • Varsity Lacrosse Captain • Honors Program Member Awarded for top student in AP.