Senior Client Management Consultant
Current
Jun 2022 - Present
AeroLeads people directory · profile
Nikki Bargas, Cfp® Email & Phone Number
Senior Client Management Consultant
at
CAPTRUST
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Client Management Consultant
Location
Lexington, Massachusetts, United States
Company size
Who is Nikki Bargas, Cfp®? Overview
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Quick answer
Nikki Bargas, Cfp® is listed as Senior Client Management Consultant at CAPTRUST, a company with 621 employees, based in Lexington, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Nikki Bargas, Cfp®.
Nikki Bargas, Cfp® previously worked as Manager of Finance and Reporting at Family Office Management Services and Owner at Nikki'S Financial Services. Nikki Bargas, Cfp® holds Certificate, Financial Planning Program from Nyu.
Company email context
Email format at CAPTRUST
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CAPTRUST
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Profile bio
About Nikki Bargas, Cfp®
In the Investment Services industry for the last 20 years, specializing in Financial and Performance Reporting. I supported companies like UBS, Morgan Stanley and the like with their Performance Reporting and Industry Compliance needs.Currently I work with small businesses and individuals, educating them on the need for investment and retirement planning.Licenses:Life, Health and DisabilityLong-Term CarePassed CFP Exam (working on experience)
Current workplace
Nikki Bargas, Cfp®'s current company
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Captrust
4 roles
Nikki Bargas, Cfp® work experience
A career timeline built from the work history available for this profile.
Manager Of Finance And Reporting
Family Office Management Services
- Manage, gather and analyze client investment and cash flow data to prepare financial reports and statements
- Analyze and report on family expenses, including ongoing comparisons of actual verses budgeted expenses, on a quarterly and yearly basis
- Analyze clients’ business and personal liability exposure and take steps to reduce and limit
- Tax coordination with accountants and family tax managers on estimated tax projections and general tax planning
- Monitoring of alternative investments, including capital calls, distributions, capital commitments and cost basis
Owner
Nikki'S Financial Services
- Data entry, classification and reconciliation of daily business and personal expenses with QuickBooks
- Small Business financial management and analysis
- Budgeting and Cash Flow Management
- Retirement and Financial Planning consulting
- Review and maintenance of business and personal risk and liability insurance
- Performance Analyst consulting, including: o Responsible for gathering financial performance data from various sources to create monthly, quarterly and year end reports o Investment performance return calculations and.
Client Support Lead\Project Management
- Managed the process of converting clients’ performance data from a variety of programs to our performance reporting software
- Provided superior client support, training and resolution to problems and concerns regarding our performance measurement, investment manager research and analysis and compliance monitoring solutions
- Assist users with portfolio accounting and GIPS compliance questions, including performance calculations, daily custodial reconciliation, manual bank statement entry and GIPS and SEC reporting requirements
- Assist client service representatives with the resolution of level 2 and 3 product and industry questions
- Worked closely with the sales team and account management, to provide insight regarding the day to day differences and advantages when using one of our software solutions verses our competitors
- Periodic discussions with clients and prospects to gain an understanding of their needs and desires for enhancing and improving to the software
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
MS
Mandy Stalker
Colleague at Captrust
Phoenix, Arizona, United States, United States
View →
AS
Anthony Stefanidis
Colleague at Captrust
New York, New York, United States, United States
View →
CK
Chris Krakowski, Cfa, Caia, Frm
Colleague at Captrust
Greater Chicago Area, United States, United States
View →
TH
Tayler Hill
Colleague at Captrust
Chicago, Illinois, United States, United States
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AR
Allie Russo, Cfa
Colleague at Captrust
Mesa, Arizona, United States, United States
View →
HT
Heather Tutone
Colleague at Captrust
Raleigh, North Carolina, United States, United States
View →
WS
Wes Schantz, Chfc®
Colleague at Captrust
Allentown, Pennsylvania, United States, United States
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AL
Alexander L. Thompson, Cfp®
Colleague at Captrust
Raleigh, North Carolina, United States, United States
View →
KB
Kelly Brothers, Cfp®, Mba
Colleague at Captrust
Carmichael, California, United States, United States
View →
DE
David Enenbach
Colleague at Captrust
Leawood, Kansas, United States, United States
View →
Mandy Stalker
Colleague at Captrust
Phoenix, Arizona, United States, United States
View →
AS
Anthony Stefanidis
Colleague at Captrust
New York, New York, United States, United States
View →
CK
Chris Krakowski, Cfa, Caia, Frm
Colleague at Captrust
Greater Chicago Area, United States, United States
View →
TH
Tayler Hill
Colleague at Captrust
Chicago, Illinois, United States, United States
View →
AR
Allie Russo, Cfa
Colleague at Captrust
Mesa, Arizona, United States, United States
View →
HT
Heather Tutone
Colleague at Captrust
Raleigh, North Carolina, United States, United States
View →
WS
Wes Schantz, Chfc®
Colleague at Captrust
Allentown, Pennsylvania, United States, United States
View →
AL
Alexander L. Thompson, Cfp®
Colleague at Captrust
Raleigh, North Carolina, United States, United States
View →
KB
Kelly Brothers, Cfp®, Mba
Colleague at Captrust
Carmichael, California, United States, United States
View →
DE
David Enenbach
Colleague at Captrust
Leawood, Kansas, United States, United States
View →
2 education records
Nikki Bargas, Cfp® education
Certificate, Financial Planning Program
Finance, Finance And Economics
FAQ
Frequently asked questions about Nikki Bargas, Cfp®
Quick answers generated from the profile data available on this page.
What company does Nikki Bargas, Cfp® work for?
Nikki Bargas, Cfp® works for CAPTRUST.
What is Nikki Bargas, Cfp®'s role at CAPTRUST?
Nikki Bargas, Cfp® is listed as Senior Client Management Consultant at CAPTRUST.
Where is Nikki Bargas, Cfp® based?
Nikki Bargas, Cfp® is based in Lexington, Massachusetts, United States while working with CAPTRUST.
What companies has Nikki Bargas, Cfp® worked for?
Nikki Bargas, Cfp® has worked for Captrust, Family Office Management Services, Nikki'S Financial Services, and Informa Investment Services.
Who are Nikki Bargas, Cfp®'s colleagues at CAPTRUST?
Nikki Bargas, Cfp®'s colleagues at CAPTRUST include Mandy Stalker, Anthony Stefanidis, Chris Krakowski, Cfa, Caia, Frm, Tayler Hill, and Allie Russo, Cfa.
How can I contact Nikki Bargas, Cfp®?
You can use AeroLeads to view verified contact signals for Nikki Bargas, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Nikki Bargas, Cfp® attend?
Nikki Bargas, Cfp® holds Certificate, Financial Planning Program from Nyu.
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