Nik Axelsen
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Nik Axelsen Email & Phone Number

Associate | Portfolio Management at One Capital Management, LLC
Location: Westlake Village, California, United States 8 work roles 2 schools
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Current company
Role
Associate | Portfolio Management
Location
Westlake Village, California, United States
Company size

Who is Nik Axelsen? Overview

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Quick answer

Nik Axelsen is listed as Associate | Portfolio Management at One Capital Management, LLC, a company 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.

Company email context

Email format at One Capital Management, LLC

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One Capital Management, LLC

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Profile bio

About Nik Axelsen

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.

Current workplace

Nik Axelsen's current company

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One Capital Management, LLC
One Capital Management, Llc
Associate | Portfolio Management
westlake village, california, united states
Website
Employees
34
AeroLeads page
8 roles

Nik Axelsen work experience

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Associate | Portfolio Management

Current

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
Aug 2024 - Present

Finance Director

San Luis Obispo, California, United States

  • Managed financial operations and strategic fundraising for a 90+ memberorganization
Mar 2022 - Jun 2024

Marketing Intern

Novato, California, United States

  • Prepared profitability reports and managed warehouse logistics
  • Developed presentations for executives on imported wine distribution
Jun 2021 - Sep 2023

Student Ambassador

San Anselmo, California, United States

Aug 2017 - Jun 2020

Head Men'S Basketball Coach (Fourth Grade)

San Anselmo, California, United States

Oct 2018 - Mar 2019
Team & coworkers

Colleagues at One Capital Management, LLC

Other employees you can reach at onecapital.com. View company contacts for 34 employees →

2 education records

Nik Axelsen education

FAQ

Frequently asked questions about Nik Axelsen

Quick answers generated from the profile data available on this page.

What company does Nik Axelsen work for?

Nik Axelsen works for One Capital Management, LLC.

What is Nik Axelsen's role at One Capital Management, LLC?

Nik Axelsen is listed as Associate | Portfolio Management at One Capital Management, LLC.

Where is Nik Axelsen based?

Nik Axelsen is based in Westlake Village, California, United States while working with One Capital Management, LLC.

What companies has Nik Axelsen worked for?

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.

Who are Nik Axelsen's colleagues at One Capital Management, LLC?

Nik Axelsen's colleagues at One Capital Management, LLC include John Clagett Cpwa®, Laura Zimmerman, Cfa, Mariah Fulmer, Vincent Nuno, and Brad Barrett.

How can I contact Nik Axelsen?

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.

What schools did Nik Axelsen attend?

Nik Axelsen holds Bachelor Of Science - Bs, Finance And Financial Management Services from California Polytechnic State University-San Luis Obispo.

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