Nick Anderson Email & Phone Number

North Arlington, NJ, US

London, GB

New York, NY, US

Publish weekly reports rating securities offered by private real estate funds owning or operating commercial real estate across all asset classes. As an analyst working for Noyack Capital, we are providing education and diligence to help decode the solicitation of private market investment opportunities. Wealth-tech firm catering to the next generation of.

New York, New York, US

Work directly with third party administrators, to gather data to monitor active policies. Develop monthly cash flow reports for on policy sales, premium collected and unpaid revenues. Present findings with forecasts on direction of group policies and expected annual premiums to senior management.

New York, NY, US

• Filtered a raw database of client information, and consolidated their financials, cash flow projections and personal objectives. Inputs were transferred into Naviplan Select, a newly implemented software, helping.
• Utilized simple goal-based assessment, and advanced cash flow analysis, to generate comprehensive reports. Naviplan’s intuitive features allowed me to create engaging visuals, complete with retirement recommendations.
• Synthesized a complete financial plan for every client and fully integrated Naviplan into the office, for each CFP to have another customer management tool at their disposable
• Analyzed the outputs with my team, to ensure recommendations are suitable. Verified appropriate insurance coverage, their retirement target according to client lifestyle, and considered potential solutions for any.

Coral Gables, FL, US

• Managed a team of junior equity analysts primarily focusing on healthcare security valuation, within in an investmentfund appointed by the head of the business school.
• Establishished a growing asset base to optimize our $1.2 million dollars in the market, oversaw all recommendationsto the healthcare holdings and created stock pitches based on a strong investment thesis, detailed DCF.
• Developed weekly updates on our portfolio, identifying sector exposure and assigned first year analysts a company toreport on

Milwaukee, WI, US

• Implemented a client base by contacting my primary social market, and leveraged each phone call for referrals, growing my network into the early stages of a successful practice
• Constructed personalized financial plans with each prospect, and add value to clients through insurance, investment and retirement planning
• Accelerated company productivity, sold life insurance and opened retirement accounts providing financial security to clients

Washington, DC, US

Communicated with constituents regarding a proposal for the county, persuaded and educated voters to the upside of increased representation on the municipal board.Researched specific locations for avenues of outreach in order to exceed company expectations for signatures per day.

Supported team of three to identify product inventory levels, handle outgoing shipments, and take orders, worked with excel to evaluate product placement and recent order trends.Proactively plan product replenishment to supply an entire high school sports team while suggesting new comparable equipment to improve customer satisfaction.

Bachelor Of Business Administration - Bba, Finance

Education record

High School Diploma