Nicole Vella Email & Phone Number

· Perform operations, training, revenue growth and client relation initiatives· Collaborate with cross-functional team members developing and delivering customized solutions· Administer client onboarding process including new accounts, portal access and asset transfers· Provide proactive service addressing inquiries and handling transactions and reporting· Utilize CRM software platform managing and reporting client relationship activities· Analyze and present actionable data and recommendations driving decision-making· Forge strong relationships with team members, financial partners and clients

Boston, Massachusetts

· Manage individuals and families wealth management needs· Collaborate with Advisor/Planners on developing/implementing customized financial plan & asset allocation model solutions· Advise clients on investment savings and other transfer asset rollover solutions· Administer client onboarding process including new accounts, portal access and asset transfers· Provide proactive service addressing inquiries and handling transactions and reporting· Forge strong relationships with team members, financial institutions and clients· Managed investment policy statements, risk profiles, and coordinated client meeting reports/materials· Utilize CRM software platform managing and reporting client relationship activities· Exceed financial assets performance objectives increasing from $60M to $100M+ AUM

· Developed asset allocation plans aligned with risk and return on investment objectives· 401K investment choice analysis· Collaborated with investment team designing portfolio model utilizing Bloomberg terminal· Utilized MoneyGuidePro creating and presenting accurate financial plan recommendations· Forged strong partnership relationships with financial partners and clients

· Managed high-net worth financial portfolio operations, analysis and compliance initiatives· Collaborated with firm leaders and financial advisors developing client-centric solutions· Developed and executed investment strategies aligned with financial return objectives· Prepared, processed and delivered account applications and asset-transfer forms· Handled transactions including equities, EFT, fixed income, mutual funds, etc.· Developed and managed client feedback segmenting existing clients and tracking new client· Worked with custodians and vendors ensuring timely and accurate reports· Exceeded performance objectives securing $40M AUM aggregate revenue

· Managed $16M DOE municipal smart grid pilot project initiatives· Developed marketing materials including proposals and presentations· Orchestrated projects assigning tasks, monitoring progress, and ensuring quality deliverables· Utilized CRM database documenting, tracking and reporting project status updates· Created revenue projections collecting monthly opportunities utilizing CRM· Analyzed and presented financial data and recommendations to Dpt. Of Energy

· Managed operations, marketing, sales and customer relation initiatives· Defined and implemented strategic plans, policies and procedures· Collaborated with cross-functional team members developing client-centric solutions· Leveraged prospecting methods qualifying and identifying lead opportunities· Liaised with clients negotiating optimal contract terms and establishing partnerships· Forged strong relationships with business unit leaders, vendors and customers· Exceeded performance objectives generating $22M revenue pipeline opportunities

Certificate Program, Financial Planning Professional Education

Ba, Management

Activities and Societies: Hemetera: The Regis Literary Journalhttp://www.regiscollege.edu/academics/wp-hemetera.cfm

As, Applied Science, Interior Design, School Of Design-Mount Ida