Nicholas Baez, Mba

Nicholas Baez, Mba Email and Phone Number

Operations and Project Associate @ Lifetime Financial Advisors
Encinitas, CA, US
Nicholas Baez, Mba's Location
Encinitas, California, United States, United States
Nicholas Baez, Mba's Contact Details

Nicholas Baez, Mba work email

Nicholas Baez, Mba personal email

n/a
About Nicholas Baez, Mba

As a project management professional with a diverse background in financial operations, strategic planning, and cross-functional leadership, I bring a unique set of experiences to every role I undertake. My career began as a tennis player living in Barcelona, Spain and recruitment to play as a D1 player for Pepperdine's Men's Tennis. I developed resilience, discipline, and the ability to adapt in high-pressure environments on that journey. These traits have been integral to my success in managing high-impact projects, leading teams, and driving both financial and operational growth.Currently, I help manage over $550M in assets at LPL Financial, overseeing structured product portfolio operations and developing data-driven strategies to optimize financial performance. My international upbringing and cross-cultural exposure enable me to collaborate effectively with diverse teams and navigate complex projects globally. Whether creating strategic roadmaps or implementing key performance indicators (KPIs) to guide decision-making, I am driven by the desire to deliver impactful business outcomes.My passion lies in combining strategic vision with actionable plans to achieve measurable success. I’m always open to connecting with professionals who share a commitment to innovation, leadership, and growth.

Nicholas Baez, Mba's Current Company Details
Lifetime Financial Advisors

Lifetime Financial Advisors

View
Operations and Project Associate
Encinitas, CA, US
Website:
lfa-inc.com
Employees:
12
Nicholas Baez, Mba Work Experience Details
  • Lifetime Financial Advisors
    Operations And Project Associate
    Lifetime Financial Advisors
    Encinitas, Ca, Us
  • Lifetime Financial Advisors
    Operations & Project Associate
    Lifetime Financial Advisors 2022 - Present
    Encinitas, California, United States
    • Support the management of over $550M+ in assets, including full oversight of a significant structured product portfolio.• Develop and implement KPIs to align operational outputs with strategic business objectives, ensuring both short-term and long-term success.• Provide data-driven insights and strategic recommendations to senior leadership, contributing to improved decision-making and investment performance.• Collaborate with institutional partners to ensure alignment between client objectives and investment strategies.
  • Lifetime Financial Advisors
    Research Associate
    Lifetime Financial Advisors 2021 - Present
    Encinitas, California, United States
    • Conducted detailed portfolio analysis for $500M in assets under management (AUM), providing insights to optimize asset allocation and improve overall performance.• Developed and executed pricing and positioning strategies that enhanced client engagement and portfolio outcomes.• Played a key role in structured product expansion, growing the product allocation over 53% by aligning investment strategies with market trends and investor needs.• Provided insights on revenue forecasting, asset allocation, and strategic adjustments, directly informing leadership decisions on financial strategy.The financial consultants with Lifetime Financial Advisors are registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial consultants with Lifetime Financial Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Rancho Moral, Family Office
    Business Development & Operations Consultant
    Rancho Moral, Family Office 2020 - 2021
    Mexico City, Mexico
    • Directed the vertical integration strategy for a large agricultural estate, overseeing the expansion of agricultural production and tourism projects.• Created and executed marketing strategies that significantly enhanced brand visibility and revenue generation, aligning business initiatives with long-term growth objectives.• Led cross-functional teams in operational planning, ensuring that both short-term business needs and long-term growth strategies were successfully implemented.
  • Rancho Moral, Family Office
    Property And Agricultural Manager
    Rancho Moral, Family Office 2019 - 2020
    Somis, California, United States
    • Managed agricultural operations and a property portfolio, overseeing resource allocation and contract negotiations for high-value construction and agriculture projects.• Ensured alignment between daily operations and the family office’s strategic goals, driving growth and operational efficiency.
  • Coldwell Banker
    Intern, Property Management
    Coldwell Banker 2018 - 2019
    Malibu, Ca
    • Contributed to significant real estate sales ($9m+) by optimizing digital marketing strategies and increasing online visibility for high-net-worth clients.• Managed rental operations, providing tailored property management services that enhanced client satisfaction and asset performance.

Nicholas Baez, Mba Education Details

Frequently Asked Questions about Nicholas Baez, Mba

What company does Nicholas Baez, Mba work for?

Nicholas Baez, Mba works for Lifetime Financial Advisors

What is Nicholas Baez, Mba's role at the current company?

Nicholas Baez, Mba's current role is Operations and Project Associate.

What is Nicholas Baez, Mba's email address?

Nicholas Baez, Mba's email address is ni****@****inc.com

What schools did Nicholas Baez, Mba attend?

Nicholas Baez, Mba attended Pepperdine Graziadio Business School, Pepperdine University, Pepperdine University.

Who are Nicholas Baez, Mba's colleagues?

Nicholas Baez, Mba's colleagues are Leah Beltran, Brian Field, Charles Gower, Liliana Chung, Msba, Luke Van Houten, Cfp®, Brenda Barnett, John Taylor.

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