Nick Walker, Cfp® Email & Phone Number

Mission Viejo, California, United States

I am a CERTIFIED FINANCIAL PLANNER™ Professional. Personal Financial Planner and Investment Advisor for WFA.

Irving, Texas, United States

I assisted in leading the Conversions department in transferring mortgage securities to/from BSI. I personally oversaw 200+ transfers handling hundreds of millions of dollars in assets to ensure a seamless and efficient transition. I began my journey at BSI answering phones for the customer care department and gradually worked my way to Senior Coordinator and worked to train others in the department.

Mansfield, Tx

➢ Managed 10-20 contractors and 3 suppliers to complete 20 fully renovated apartment units ➢ Utilized $500,000 remodeling budget to see an increase of 16% in occupancy and raise NOI➢ Collaborated with management to market the property via local businesses -increased lease traffic by 10%➢ Formatted monthly budgetary expenses with proper documentation for loan approval ➢ Successfully supervised over 20 projects on site. Adapted quickly in an unfamiliar environment by learning new… Show more ➢ Managed 10-20 contractors and 3 suppliers to complete 20 fully renovated apartment units ➢ Utilized $500,000 remodeling budget to see an increase of 16% in occupancy and raise NOI➢ Collaborated with management to market the property via local businesses -increased lease traffic by 10%➢ Formatted monthly budgetary expenses with proper documentation for loan approval ➢ Successfully supervised over 20 projects on site. Adapted quickly in an unfamiliar environment by learning new skills at a fast pace Show less

Austin, Texas Area

Austin, Texas Area

I have been working in the food industry for the last 3+ years, developing customer servicetechniques, professional customer interaction, and overall satisfaction. I gained insight on team value and how to be effective in a fast paced professional work environment. I served at RA Sushi, Olive garden, Chuy’s, Turkish Cafe, and currently work with multiple fast paced catering companies in Austin, who focus on corporate promotional events and upscale weddings. All while being a full-time… Show more I have been working in the food industry for the last 3+ years, developing customer servicetechniques, professional customer interaction, and overall satisfaction. I gained insight on team value and how to be effective in a fast paced professional work environment. I served at RA Sushi, Olive garden, Chuy’s, Turkish Cafe, and currently work with multiple fast paced catering companies in Austin, who focus on corporate promotional events and upscale weddings. All while being a full-time student. Show less

Austin, Texas Area

Integral part of a creative promotions team which advertised during South by South West in Austin. We focused on street promotions and guerilla marketing tactics to increase viewer turn out and ticket sales for select brands, while also learning how to create genuine interest.

Certified Financial Planning Designation, Finance

Marketing, Business, Management, Marketing, And Related Support Services, Senior

Activities and Societies: Business Learning Community (BLC) • Participated in a BLC with the University, which included weekly business.