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Nik Axelsen is listed as Associate | Portfolio Management at One Capital Management, LLC, a with 34 employees, based in Westlake Village, California, United States. AeroLeads shows a matched LinkedIn profile for Nik Axelsen.
Nik Axelsen previously worked as Finance Director at .Wav Zine and Marketing Intern at Cabernet Corp.. Nik Axelsen holds Bachelor Of Science - Bs, Finance And Financial Management Services from California Polytechnic State University-San Luis Obispo.
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My name is Nik Axelsen, and I am a recent graduate from Cal Poly, San Luis Obispo with a degree in finance. Having recently accepted a position at One Capital Management as Associate | Portfolio Management, I am thrilled to embark on my professional journey in finance.Currently on the path to becoming a Chartered Financial Analyst (CFA) charterholder, I am continually enhancing my financial knowledge and skills to excel in this field.
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Westlake Village, California, United States
• Implements and monitors investment strategies for individual client accounts, ensuring alignment with portfolio targets• Collaborates with senior portfolio managers and internal teams to optimize client portfolios and manage cash flows• Utilizes quantitative tools for portfolio optimization and support key project initiatives within the Global Portfolio Management group
San Luis Obispo, California, United States
• Managed financial operations and strategic fundraising for a 90+ memberorganization
Novato, California, United States
• Prepared profitability reports and managed warehouse logistics• Developed presentations for executives on imported wine distribution
San Francisco, California, United States
• Drafted mediation briefs under attorney supervision• Prepared deposition summaries
San Luis Obispo, California, United States
• Held tutoring sessions covering investments and valuation
San Anselmo, California, United States
Other employees you can reach at onecapital.com. View company contacts for 34 employees →
Laura Zimmerman, Cfa
Colleague at One Capital Management, LlcLos Angeles, California, United States
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Garrett P.
Colleague at One Capital Management, LlcLos Angeles Metropolitan Area, United States
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Sheila Cimini
Colleague at One Capital Management, LlcUnited States
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Kevin Johnson, Mba
Colleague at One Capital Management, LlcLos Angeles Metropolitan Area, United States
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Marty Devault
Colleague at One Capital Management, LlcSacramento, California, United States
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Vincent Nuno
Colleague at One Capital Management, LlcWestlake Village, California, United States
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Joshua O'Handley
Colleague at One Capital Management, LlcGoleta, California, United States
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Mariah Fulmer
Colleague at One Capital Management, LlcThousand Oaks, California, United States
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Natalie Schlegel
Colleague at One Capital Management, LlcSan Francisco, California, United States
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Adrianna Bussell
Colleague at One Capital Management, LlcWestlake Village, California, United States
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Nik Axelsen works for One Capital Management, LLC.
Nik Axelsen is listed as Associate | Portfolio Management at One Capital Management, LLC.
Nik Axelsen is based in Westlake Village, California, United States while working with One Capital Management, LLC.
Nik Axelsen has worked for One Capital Management, Llc, .Wav Zine, Cabernet Corp., Liuzzi, Murphy, Solomon, Churton, Hale & Winnett, Llp, and Cal Poly Orfalea College Of Business.
Nik Axelsen's colleagues at One Capital Management, LLC include Laura Zimmerman, Cfa, Garrett P., Sheila Cimini, Kevin Johnson, Mba, and Marty Devault.
You can use AeroLeads to view verified contact signals for Nik Axelsen at One Capital Management, LLC, including work email, phone, and LinkedIn data when available.
Nik Axelsen holds Bachelor Of Science - Bs, Finance And Financial Management Services from California Polytechnic State University-San Luis Obispo.
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