Nikki Mooney Email & Phone Number

Denver, Co, Us

Los Angeles, California, United States

Los Angeles, California

Los Angeles, California

Los Angeles, California

• Consult with Managing Directors and Directors to advise high-net worth clientele on comprehensive financial planning including investment management, retirement planning, insurance reviews, tax reporting and estate planning• Act as point of contact to manage daily client requests regarding their accounts• Responsible for cash management functions including wire transfers, investment of funds and monitoring portfolios• Prepare detailed client performance and total return analysis• Trade within clients’ accounts including common stocks, mutual funds and fixed income instruments• Coordinate the transition of new clientele including the establishment of new accounts, transfer of assets and reallocation of investment portfolios• Portfolio Administrator August 2016- October 2017• Promoted to Associate October 2017

Austin, Texas

• Researched online sources and in-house databases to source potential acquisitions• Drafted lease agreements, proposal summaries and tour books• Contributed to local market research requests and collected market data on rent and sales transactions

Austin, Texas

• Assisted with development of creative concepts and marketing strategies.• Assisted in planning, writing and managing e-blasts and e-newsletters.• Developed and maintained customer mailing lists.• Responsible for planning and executing customer appreciation event.• Collaborated with staff on new ideas and directions for marketing and communications.• Worked with customer relationship management.

• Responsible for hiring and training new employees.• Supervised cashiers and responsible for ordering products.• Reconciled cash receipts at the end of the day.• Responsible for opening and closing the park with security systems.• Conflict resolution for guest opportunities and for employees.