Nicholas Billera Email & Phone Number

Saint Petersburg, Fl, Us

St. Petersburg, Florida, Us

• Process different corporate action events such as tender offers, conversions, exchanges, warrants, rights subscriptions, optional dividends, puts, rights distributions, claims, 180 liability notices, and consent offers. • Ensured Financial Advisors are notified about corporate actions affecting their clients. • Process complex international corporate action events. • Received and process client elections. • Payouts to client accounts. • Researched highly complex client issues. • Handled high volume of telephone and email inquiries regarding past and current corporate actions from clients. • Foreign currency conversions. • Knowledge of Euroclear, DTCC, Shadow, and other Corporate Actions software/websites. • Interpreting stock records including fails and their impact on clients and the firm. • Account reconciliation of internal and customer accounts.

St. Petersburg, Florida, Us

• Follow federal and local law to ensure investment accounts are properly opened and invested. • Proficient in reading trust, power of attorney, and other client related documents. • Expert knowledge of trust, IRA’s, RIRA’s, trading accounts, 401k’s, corporate investment accounts, etc. • Reviewed incoming investments for trading restrictions. • Dividing up assets upon liquidation between two parties. • Communicate with financial advisors and other firm wide departments to complete investment requests. • Assist with creating operational and procedure guides to improve the training process of new associates. • Assist with the ongoing development of new hires. • Create spreadsheets using Microsoft Excel for daily, weekly, and monthly reporting. • Lead projects and collaborate with team members to achieve target results. • Develop and implement performance improvement strategies and plans to promote continuous improvement in the department.

St. Petersburg, Florida, Us

• Researched local LGBTQ+ businesses and nonprofits to find the most suitable charity partner for the year. • Organized meetings, social media posts, and fundraising events for community partners.• Approximately 14k raised during 2021. Funds donated to the St. Petersburg African American History Museum and the Gulfport Library LGBTQ+ Resource Center. • Identified resources and opportunities to implement programming and policy, system and environmental changes.• Assisted with development of outreach strategies and marketing tools to reach priority audiences.• Collected and analyzed data to identify community needs before implementing programs to multiple audiences across the state.• Collaborated with program teams, community organizations, peers and volunteers in execution of events and activities.• Helped develop monthly schedules and assignments.

• Advised on ways to improve the department’s policies to reduce the chance of discrimination in the workplace. • Helped with focus groups & researched training material for supervisors.

•Lead coordinator for the St. Pete Pride Parade (RJ PIN) 2018- 2020. •RJ Cares PIN Event Coordinator collaborating with Metro Inclusive Health (MIH).•Organized the production of 3,000 safe sex kits & 1,200 STD/HIV testing kits for MIH Pride Month events. •Organized & led creative design teams for the parade float, T-shirts, & event swag.•Developed a cost saving budget for supplies across all events. •Organized & recruited volunteers for PIN events. •Organized virtual conversation with MIH D&I group to discuss LGBTQ+ pronouns and the best practices for allies in the workplace. Audience of 120 Raymond James employees. •Reviewed event bills to confirm accuracy and approve payment.•Created and maintained event expenditures, budgets and timelines in job-related software.•Brainstormed and implemented creative event concepts and themes.•Attended conferences and events to stay up-to-date with industry trends and planning standards.•Coordinated schedules and timelines for events.•Developed post-event reports to determine effectiveness of each event.•Interviewed clients to understand event scopes of work, establish budgets and determine timelines for venue selection, guest list finalization and rehearsal, ceremonies and receptions.•Utilized internal databases to prepare and distribute guest lists, electronic invitations and registration processes.•Liaised with marketing and PR colleagues to promote special events in social calendars.

Victoria Island, Lagos, Ng

• Developed and researched 200+ leads that led to a larger client base.• Built and developed client relationships by exploring their financial needs and providing follow-up service. • Managed ATM/Vault cash of 100k+.• Managed Vault, ATM, and cash dispenser according to company protocols & guidelines.

• Managed stock & inventory by maintaining accurate record logs.• Assisted in creating purchase orders that allowed for consistent supply flow.• Sold 200+ memberships to create a continuous revenue stream and member base.• Implemented client management strategies while exhibiting exemplary customer service.• Developed a line of communication between clients and therapists to satisfy client needs.• In charge of training new employees.• Opening/Closing responsibilities

Lakeland, Florida, Us