Nikolai Meyer

Nikolai Meyer Email and Phone Number

Finance, Capital Planning & Risk Management @ Patelco Credit Union
Nikolai Meyer's Location
San Francisco Bay Area, United States, United States
Nikolai Meyer's Contact Details
About Nikolai Meyer

Results driven finance professional with extensive expertise in the financial services industry. Proven history of working with executive management to formalize strategic initiatives within the commercial banking and private wealth management segments. Operational experience includes formalizing the Bank’s capital stress testing program and reporting & documentation for a $35B investment portfolio, including Community Reinvestment Act investments. Extensive experience in collaborating with key stakeholders including the Board of Directors, executive management, regulatory agencies and the analyst community.

Nikolai Meyer's Current Company Details
Patelco Credit Union

Patelco Credit Union

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Finance, Capital Planning & Risk Management
Nikolai Meyer Work Experience Details
  • Patelco Credit Union
    Vice President, Financial And Capital Management
    Patelco Credit Union Nov 2024 - Present
    Dublin, California, Us
    Lead Financial Planning & Analysis and Capital Planning/Stress Testing Teams
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  • First Republic Bank
    Senior Vice President Finance
    First Republic Bank Nov 2015 - Jun 2023
    San Francisco, Ca, Us
    -Spearheaded the annual business planning program, aligning strategic growth initiatives with operational and regulatory requirements.-Led discussions related to the capital stress testing and resolution plan programs during regulatory examinations, incorporating regulatory feedback to enhance processes.-Sourced and managed the Bank's Community Reinvestment Act (CRA) portfolio investments, including Small Business Investment Companies and direct equity investments.-Championed process automation initiatives, significantly reducing manual labor and enhancing efficiency in internal and external reporting processes.-Prepared materials and agenda for quarterly Investment Committee meetings.-Regular collaboration with key stakeholders including Board of Directors, executive management, regulatory agencies and the analyst community.
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  • Wells Fargo
    Corporate Development
    Wells Fargo Jan 2011 - Oct 2015
    San Francisco, California, Us
    Evaluated acquisition, divestiture and strategic investment transactions for WFC within commercial banking, wealth & investment management and fintech sectors.
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  • Wells Fargo
    Risk Management
    Wells Fargo Jul 2008 - Dec 2010
    San Francisco, California, Us
    Evaluated risk profile of WFC’s equities and securitization portfolios, and calculated capital requirements in accordance with Basel regulations.
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  • Amgen
    Mba Finance Intern
    Amgen May 2007 - Aug 2007
    Thousand Oaks, Ca, Us
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  • Urs Corporation
    Consulting Engineer
    Urs Corporation Apr 2001 - Jun 2006
    San Francisco, Ca, Us
    Worked on various civil engineering projects within the San Francisco Bay Area.
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Nikolai Meyer Skills

Financial Modeling Financial Analysis Valuation Due Diligence Risk Management Corporate Finance Analytics Strategy Finance Business Strategy Forecasting Competitive Analysis Mergers Cross Functional Team Leadership Business Analysis Investments Strategic Planning Project Management Business Development Acquisition Integration

Nikolai Meyer Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Civil Engineering
  • Cornell University
    Cornell University
    Finance

Frequently Asked Questions about Nikolai Meyer

What company does Nikolai Meyer work for?

Nikolai Meyer works for Patelco Credit Union

What is Nikolai Meyer's role at the current company?

Nikolai Meyer's current role is Finance, Capital Planning & Risk Management.

What is Nikolai Meyer's email address?

Nikolai Meyer's email address is ni****@****ail.com

What is Nikolai Meyer's direct phone number?

Nikolai Meyer's direct phone number is +191067*****

What schools did Nikolai Meyer attend?

Nikolai Meyer attended University Of California, Berkeley, Cornell University.

What skills is Nikolai Meyer known for?

Nikolai Meyer has skills like Financial Modeling, Financial Analysis, Valuation, Due Diligence, Risk Management, Corporate Finance, Analytics, Strategy, Finance, Business Strategy, Forecasting, Competitive Analysis.

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