Nicole Eberhardt Email and Phone Number
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Nicole has over 20 years of experience as a financial services technology professional and entrepreneur. With an extensive background within the financial services industries, Nicole has been granted exposure to a myriad of legal entities and product types over the years. She specializes in business process reviews, workflow analysis and improvement, as well as back-office accounting processing and report generation. Before becoming the CEO of Ledgex, Nicole co-founded TKS Solutions, a NY based software firm whose flagship product, Penny – It Works®, was the premier back office accounting system for the alternative investment space, she served as the Director of Professional Services for SS&C Technologies' and was responsible for all product management, development, and consulting support for their back-office accounting systems - AdvisorWare®, HedgeWare®, and Total Return®.
Asset Vantage
View- Website:
- assetvantage.com
- Employees:
- 90
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Managing Director, North AmericaAsset VantageMyrtle Beach, Sc, Us -
Chief Executive OfficerLedgex Nov 2022 - PresentFramingham, Massachusetts, Us -
Chief Strategy Officer (Cso)Ledgex Jan 2022 - Nov 2022Framingham, Massachusetts, Us -
Director Of Business Development A Product StrategyLedgex May 2019 - Jan 2022Framingham, Massachusetts, UsLedgex is the first FinTech platform specifically designed to help fix the data quality challenges all multi-asset allocators face.We enable investment offices to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness. -
Podcast HostFlex & Reflect Podcast Nov 2023 - PresentThe Flex & Reflex Podcast discusses all things fitness and wellness related with a focus on the people and businesses that make it all happen. A theme of Impacts & Adapatations is woven through each episode to demonstrate the influential power of the people and events in everyone's life.
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Business OwnerSky Fitness 24 7 Dec 2015 - Present -
Senior Business AnalystOakbrook Solutions Apr 2018 - May 2019Winston-Salem, Nc, Us -
Investment OperationsXofficio Llc Feb 2015 - Jan 2016
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Cfo ConsultantStrovis Cfo Sep 2014 - Feb 2015
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PresidentStrovis Payroll Sep 2014 - Jan 2015Georgetown, South Carolina, Us -
Founder/Svp Business DevelopmentTks Solutions, Llc Jul 2005 - Dec 2013Helped to build the business from the ground up. Grew client base from a single firm to 80+ firms utilizing the flagship, Penny - It Works application for their back-office accounting processing and reporting.Client base includes hedge funds, family offices/wealth managers, hedge fund administrators, and private equity firms. Assisted with the conversion of client data from legacy systems to Penny accounting platform.In-house subject matter expert on industry trends and regulatory landscape.
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Director Of Professional ServicesSs&C Technologies Jan 1998 - Aug 2005Windsor, Ct, UsManaged Professional Services teams for the AdvisorWare and HedgeWare applications including system implementations and client services/help desk support.Responsible for pre-sales efforts on the AdvisorWare platform as well as all reporting to Senior management of firm.
Nicole Eberhardt Skills
Nicole Eberhardt Education Details
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Suny New Paltz
Frequently Asked Questions about Nicole Eberhardt
What company does Nicole Eberhardt work for?
Nicole Eberhardt works for Asset Vantage
What is Nicole Eberhardt's role at the current company?
Nicole Eberhardt's current role is Managing Director, North America.
What is Nicole Eberhardt's email address?
Nicole Eberhardt's email address is nl****@****rks.com
What is Nicole Eberhardt's direct phone number?
Nicole Eberhardt's direct phone number is +184333*****
What schools did Nicole Eberhardt attend?
Nicole Eberhardt attended Suny New Paltz.
What skills is Nicole Eberhardt known for?
Nicole Eberhardt has skills like Hedge Funds, Asset Managment, Trading Systems, Equities, Fund Accounting, Finance, Asset Management, Product Management, Alternative Investments, Back Office, Fixed Income, Financial Markets.
Who are Nicole Eberhardt's colleagues?
Nicole Eberhardt's colleagues are Aditi Mishra, Balakrishna Dontula, Dhanashri Kolapkar, Ravi Prakash Csm®,cspo®, Itil®, Saurabh Bhattacharya, Abi Ali, Smita Paul.
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