Nicole Vella Email and Phone Number
Nicole Vella work email
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Nicole Vella personal email
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10+ years experience managing operations, logistics, business development, and client relations initiatives; implementing strategic plans, processes and metrics aligned with revenue performance objectives; applying leadership, ingenuity, technical, negotiation and problem-solving skills driving successful outcomes; utilizing technologies, techniques, software and methods creating aesthetic and functional designs; forging partnership relationship alliances with team members, vendors, clients and community partners; and exceeding performance objectives delivering impactful solutions and increasing market revenue results.Strategic Planning & ExecutionVerbal & Written CommunicationOperational EfficienciesResidential DesignProject ManagementBusiness DevelopmentInventory ManagementQuality AssuranceMicrosoft Office/ExcelSalesforce CRMCustomer SuccessData Analysis/Reporting
Shepherd Financial Partners
View- Website:
- shepherdfinancialpartners.com
- Employees:
- 16
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Executive AssistantShepherd Financial Partners Jan 2024 - Present
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Client Service AssociateGw & Wade, Llc Jul 2023 - Dec 2023· 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 -
Director Of Client RelationsFreedom Trail Financial, Llc 2017 - 2023Boston, 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 -
Financial PlannerBoston Research And Management 2016 - 2017· 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 -
Financial Planning AssociateCommonwealth Financial Group 2013 - 2016· 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 -
Project Coordinator - Smart Grid Implementation ProgramWeston & Sampson 2010 - 2012· 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 -
Sales Operations Manager - Salesforce.ComSpire Solar 2007 - 2010· 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
Nicole Vella Education Details
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Financial Planning Professional Education -
Management -
As, Applied Science, Interior Design, School Of Design-Mount Ida
Frequently Asked Questions about Nicole Vella
What company does Nicole Vella work for?
Nicole Vella works for Shepherd Financial Partners
What is Nicole Vella's role at the current company?
Nicole Vella's current role is Shepherd Financial Partners,Executive Assistant.
What is Nicole Vella's email address?
Nicole Vella's email address is ni****@****ail.com
What schools did Nicole Vella attend?
Nicole Vella attended Boston University, Regis College, University Of Massachusetts Amherst.
Who are Nicole Vella's colleagues?
Nicole Vella's colleagues are Brian Davies, Cfa, James Lister, Samuel Shepherd, Cfa, Ann Vaeth, Gigi Barnabei, Patty Manko, Steven L. Kuhlman.
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Director Of Program Development, Reading Is Essential For All PeopleAtlanta Metropolitan Area1comcast.net1 +140487XXXXX
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