Nicole Gabriel, Cfpⓡ Email & Phone Number

Wexford, Pa

-CERTIFIED FINANCIAL PLANNER ™-Registered Investment Advisor Representative (Series 65)-Helping mobilize clients/prospects to take actions to improve financial situations-Documenting assertions, interpretations, and plans of action relating to client/prospect’s financial situation-Assuring that requests from client/prospect are handled on a timely basis-Scheduling and leading client/prospect meetings-Building financial plans and modeling various scenarios

Sewickley, Pa

Daily reconcilement of cash and securities in actively managed accounts across various platforms and strategies.Transition accounts from monthly reconcilement to daily reconcilement thus reducing the possibility of trade errorsUtilizing Advent Axys Portfolio accounting software for portfolio operationsDaily downloading of transactions from external data sources (DTCC, Custodians)Researching and resolving trade and reconcilement discrepancies and variancesBuilding and… Show more Daily reconcilement of cash and securities in actively managed accounts across various platforms and strategies.Transition accounts from monthly reconcilement to daily reconcilement thus reducing the possibility of trade errorsUtilizing Advent Axys Portfolio accounting software for portfolio operationsDaily downloading of transactions from external data sources (DTCC, Custodians)Researching and resolving trade and reconcilement discrepancies and variancesBuilding and maintaining quarterly performance reporting requirements for Institutional clients and High Net Worth individualsMaintaining firm information for RFPs and database updates Show less

-Reconciling daily market transactions for 3 Investment Managers with over 12,000 active client accounts.-Organizing daily tasks for support staff-Identifying and resolving out of balance issues-Proficiency in Checkfree/APL software-Training new employees -Daily contact with Investment Advisors throughout the country-Adherence to strict time restraints-Building and maintaining customer focus-Two time Mellon Financial Premier Achievement Award (individual) and… Show more -Reconciling daily market transactions for 3 Investment Managers with over 12,000 active client accounts.-Organizing daily tasks for support staff-Identifying and resolving out of balance issues-Proficiency in Checkfree/APL software-Training new employees -Daily contact with Investment Advisors throughout the country-Adherence to strict time restraints-Building and maintaining customer focus-Two time Mellon Financial Premier Achievement Award (individual) and winner of the Global Securities Services Team Star Award. Show less

Master'S In Business Administration

B.S., International Business Management (Minor: Accounting)

Activities and Societies: Phi Gamma Nu Professional Business Fraternity, Phi Sigma Pi National Honor Fraternity, Mortar Board, Trailblazers