Nicole Bird Email & Phone Number

San Francisco Bay Area

ZipZap, Inc. was a small start up company in the Bitcoin industry. My role with this company was multi-dimensional. I worked on operational projects, including providing the CEO with qualified business leads both strategic and lateral merchant leads, along with partnerships. I provided customer service fielding financial support on the phones and through customer service software, Zendesk. Thereby ensuring customer orders for the purchase and/or sale and ensuring each transaction was… Show more ZipZap, Inc. was a small start up company in the Bitcoin industry. My role with this company was multi-dimensional. I worked on operational projects, including providing the CEO with qualified business leads both strategic and lateral merchant leads, along with partnerships. I provided customer service fielding financial support on the phones and through customer service software, Zendesk. Thereby ensuring customer orders for the purchase and/or sale and ensuring each transaction was processed successfully. Strived to provide the best possible customer service available. The company became insolvent and all support staff, sales and operations staff were released. Show less

Smith Barney Division Sanfrancisco, Ca

Handled any and all operational issues for one of the largest Financial Advisors in the office. I was responsible for due diligence on various money managers. Handled client requests for materials and presentations. Prepared quarterly and annual reporting for clients. Worked as the office resource for the financial planning proprietary software for presentations. Citi Smith Barney was spun off and sold to Morgan Stanley. The Financial Advisor I worked with left to start his own RIA.

San Francisco, California

Responsible for all retail operations as well as primary back up to institutional operations. Supervised all proprietary trading accounts positions daily.Managed all Rule 144 and 144(k) transactions and venture capital distributions. Helped large biomedical companies strategize OTC option trading possibilities to diversify concentrated stock positions. Maintained all compliance requirements between trading and the compliance department. Supervised all margin accounts and daily margin… Show more Responsible for all retail operations as well as primary back up to institutional operations. Supervised all proprietary trading accounts positions daily.Managed all Rule 144 and 144(k) transactions and venture capital distributions. Helped large biomedical companies strategize OTC option trading possibilities to diversify concentrated stock positions. Maintained all compliance requirements between trading and the compliance department. Supervised all margin accounts and daily margin requirements. Show less

Pleasant Hill, California

Responsible for servicing and supporting all Broker/Dealers in the East Coast region.

San Francisco, California

Helped raise over $900 million in managed account assets for the Midwest and Mid-Atlantic Regions.

Walnut Creek, California, United States

Managed clients’ portfolios with a structured approach of asset allocation, rebalancing and review. Analyzed financial information obtained from clients to determine strategies for meeting clients’ financial objectives. Reviewed clients’ accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.

San Francisco, California

Worked in the Technology Group led by Frank Quattrone. Responsible for trading a high volume of technology stocks for clients who have received shares as part of compensation packages, Directed Share Programs or in Venture Capital Distributions. Assisted clients in developing trading strategies for Restricted 144 and 144(k) transactions. Marketed prospective clients on the products and services of the Corporate and Executive Services group.

Executed index and single stock options, domestic and international futures and treasury bill trades for primarily West Coast buy side money managers. Coordinated with the New York Program Trading Desk in all domestic and international program trades. Mark to Market numerous OTC option positions for clients on a daily basis.

San Francisco, California

At the time I was employed it was during the Montgomery Securities and Nations Banc merger. I was an International Research Sales Assistant. Supported 3 Research Sales Managers who covered Italy, Germany and Switzerland.

San Francisco, California

(Previously Barclays Global Investors) Executive Assistant to the Managing Director - Head of Equitites Trading and also supported the Equitites Trading Desk.

Bachelor Of Arts, Political Science, Minor In Psychology, 3.86

Activities and Societies: Graduated Summa Cum Laude, on Dean's Honor Roll every quarter. Member of Delta Gamma Fraternity.

Diploma

Activities and Societies: Was on the Kayaking Team, Outrigger Canoe Team, Swim Team and Track team.

All Girls Catholic Boarding School., Sophomore

Activities and Societies: Varsity Soccer, Varsity Swimming, Year Round Swimming- Carmel High School/Private Coach, Catalina Varsity Field.

Freshman

Activities and Societies: Year Round Swimming - Walnut Creek Aquabears - Northgate Freshman Swimming