Nicholas Shaw Email & Phone Number

Aliso Viejo, Ca, Us

Tempe, Arizona, United States

Irvine, California, United States

• Primary liaison between internal and external parties related to syndicated loan and alternative investment activity, post-trade settlement.• Identify and take ownership of issues by prioritizing time sensitive tasks. • Ensure problem resolution is well-documented and communicated to appropriate parties.• Perform ad-hoc tasks to support team supervisor and overall business unit as needed.• Productive multitasking by managing multiple inboxes and projects to ensure requests are completed.• Assist team with creating, updating and maintaining standard operating procedures.

Dana Point, California, United States

• Responsible for subscribing over $35 million into the offering by coordinating, processing and following all fund transactions for institutional, high-net-worth and retail investors.• Collaborated with internal fund accounting, portfolio management, business management, legal, compliance, external administrators and custodians to ensure accurate reporting.• Responded to daily investor request and provided updates to all involved parties.• Central point of contact for all fund issues and topics ranging from reporting, performance, guidelines, strategy and transactions.• Documented and implemented procedures to enhance communications and streamline processes.• Provided various reporting needs for accounting, management, legal and sales teams.

Denver, Co & Newport Beach, Ca

• Acquired and maintained client relationships.• Responsible for over $1.8 million in mortgage sales in 3-month period.• Provided referrals to financial and home lending advisors when appropriate.• Partnered with specialists to ensure clients achieved financial goals.