Nick Donovan Email & Phone Number

Chicago, Illinois, United States

Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our.

Okemos, Michigan, United States

- Create and manage Excel reports based on sales data- Parse through multi-million dollar sales data to identify trends- Implemented new email cadence to communicate with customers about upcoming software renewals- Process customer sales orders over the phone

Chicago, Illinois, United States

- Completed a comprehensive retirement plan for a hypothetical client, covering all areas of the financial planning process like insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning- Assisted with the development and implementation of the company’s direct marketing program- Called corporate executives to.

East Lansing, MI

-Assists in the preparation of regularly scheduled reports-Maintains computer and manual filing systems-Submits employee data reports by assembling, preparing, and analyzing data-Maintains employee confidence and protects operations by keeping human resource information confidential-Processing incoming and outgoing mail