Portfolio Evaluation Group Associate
Current- Servicing International/Domestic clients with investment recommendations- Utilize Excel databases to project VBA code- Run Monte Carlo simulations on various investment recommendations
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@fisherinvestments.com
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1 phone found area 813
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LinkedIn matched
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Nicholas Veinger is listed as Associate | Portfolio Evaluation Group at Fisher Investments, a with 2996 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at fisherinvestments.com, phone signal with area code 813, and a matched LinkedIn profile for Nicholas Veinger.
Nicholas Veinger previously worked as Portfolio Evaluation Group Associate at Fisher Investments and Client Operations Specialist at Fisher Investments. Nicholas Veinger holds Bachelor Of Arts - Ba, Cell/Cellular And Molecular Biology from University Of South Florida.
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AeroLeads found 1 current-domain work email signal for Nicholas Veinger. Compare company email patterns before reaching out.
Nicholas Veinger is a thinker, problem-solver, and a curator for ideas that challenge the status quo. With 5+ experience in Customer Service, I've developed a love for storytelling and customer connection.
Listed skills include Leadership, Microsoft Office, Customer Service, Public Speaking, and 14 others.
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- Servicing International/Domestic clients with investment recommendations- Utilize Excel databases to project VBA code- Run Monte Carlo simulations on various investment recommendations
Greater Tampa Bay Area
- Servicing clients with the opening of new accounts, transactions, as well as account maintenance- Linking accounts both internally and externally- Reviewing documentation to process with outside custodians - Overseeing account closures - Assists with opening accounts for our international clients- Reviewing daily reconciliations within our internal system
Denver Metropolitan Area
- Serviced clients and provided account balances, updates, and more- Provided clients with proper knowledge and options on how to expand their financial background- Focused on specializing client connection
Tampa/St. Petersburg, Florida Area
- Creating a positive learning environment by providing clear, specific, timely and respectful coaching and feedback to partners on shift to ensure operational excellence and to improve partner performance.- Recognize and reinforce individual and team accomplishments by using existing organizational tools and by collaborating with the store manager to find new, creative, and effective methods of recognition.- Analyzing weekly sales and comparing them through data trends to the previous fiscal year. To Be A Partner - Presenting each customer with the best customer experience imaginable. Making connections with customers and welcoming them in third place. - Upholding policies to company standards and following through each and every day with my team.
- Embraces diversity and learns from people with different backgrounds and perspectives.- Builds strong work relationships with the team to create a productive work environment. - Able to identify problems and create solutions.- Constantly connecting with customers to build relationships and to create a haven for our customers.
Tampa, Florida
Assisting students with the fundamentals of Pre-Calculus so that they will succeed and successfully move on to the next mathematics class, which indeed is either Statistics or Calculus.
My responsibilities as an Associate at Panera Bread included providing excellent customer service with utmost professional interaction, maintaining inventory, meeting quality control criteria, and interacting with POS software.
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
Mackenzie (Luce) Hazelip
Colleague at Fisher InvestmentsPlano, Texas, United States
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PN
Preston Nunez-Ruiz
Colleague at Fisher InvestmentsDallas, Texas, United States
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PL
Patrick Lister, Crpc®
Colleague at Fisher InvestmentsPlano, Texas, United States
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Rodrigo Aguilar Alfaro
Colleague at Fisher InvestmentsEscazú, San Jose, Costa Rica
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Kenneth Schweitzer
Colleague at Fisher InvestmentsCamas, Washington, United States
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MB
Matt Buersmeyer
Colleague at Fisher InvestmentsPlano, Texas, United States
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JM
Jessica Moulazimis
Colleague at Fisher InvestmentsUnited States
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Marissa Guardino
Colleague at Fisher InvestmentsBrandon, Florida, United States
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Nicholak G.
Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States
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MP
Matthew Pabis
Colleague at Fisher InvestmentsVancouver, Washington, United States
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Activities and Societies: Volunteer with the Tampa Metropolitan Youth Orchestra (Cello) USF School of Music lessons (Cello)
Activities and Societies: Chamber Orchestra LSA Repertory Theatre Company Varsity Lacrosse Team Varsity Swimming TeamGraduated with Honors.
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Nicholas Veinger works for Fisher Investments.
Nicholas Veinger is listed as Associate | Portfolio Evaluation Group at Fisher Investments.
AeroLeads has found 1 work email signal at @fisherinvestments.com for Nicholas Veinger at Fisher Investments.
AeroLeads has found 1 phone signal(s) with area code 813 for Nicholas Veinger at Fisher Investments.
Nicholas Veinger is based in Tampa, Florida, United States while working with Fisher Investments.
Nicholas Veinger has worked for Fisher Investments, Fidelity Investments, Starbucks, University Of South Florida, and Barnes & Noble College.
Nicholas Veinger's colleagues at Fisher Investments include Mackenzie (Luce) Hazelip, Preston Nunez-Ruiz, Patrick Lister, Crpc®, Rodrigo Aguilar Alfaro, and Kenneth Schweitzer.
You can use AeroLeads to view verified contact signals for Nicholas Veinger at Fisher Investments, including work email, phone, and LinkedIn data when available.
Nicholas Veinger holds Bachelor Of Arts - Ba, Cell/Cellular And Molecular Biology from University Of South Florida.
Nicholas Veinger is listed with skills including Leadership, Microsoft Office, Customer Service, Public Speaking, Teamwork, Computer Proficiency, Orchestral Music, and Chamber Music.
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