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.

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.

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.

• 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.

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.

Lakeland, Florida, US