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Nicholas P. Email & Phone Number
Data Analyst - Wealth Management, Compliance and Operational Risk
at
UBS
1 work email found
@credit-suisse.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Data Analyst - Wealth Management, Compliance and Operational Risk
Location
Cary, North Carolina, United States
Company size
Who is Nicholas P.? Overview
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Quick answer
Nicholas P. is listed as Data Analyst - Wealth Management, Compliance and Operational Risk at UBS, a with 28 employees, based in Cary, North Carolina, United States. AeroLeads shows a work email signal at credit-suisse.com and a matched LinkedIn profile for Nicholas P..
Nicholas P. previously worked as Data Analyst - Wealth Management, Compliance & Operational Risk at Ubs and Compliance Analyst at Credit Suisse. Nicholas P. holds Bachelor'S Degree, Finance & Economics from University Of North Carolina At Greensboro.
Company email context
Email format at UBS
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*@credit-suisse.com
68% confidence
AeroLeads found 1 current-domain work email signal for Nicholas P.. Compare company email patterns before reaching out.
Profile bio
About Nicholas P.
As a Data Analyst at UBS, my role intersects finance, economics, and data science. Focused experience in data visualization and data processes optimization, leveraging investment banking compliance, Wealth Management and Asset Management expertise. Key experience with Alteryx, SQL, SharePoint, Excel and Power applications to deliver accurate and clean data, as well as enhance reporting, visualization, and improve decision-making.
Listed skills include Leadership, Self Directed Learning, Generally Accepted Accounting Principles, Creativity Skills, and 49 others.
Current workplace
Nicholas P.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
4 roles
Nicholas P. work experience
A career timeline built from the work history available for this profile.
Data Analyst - Wealth Management, Compliance & Operational Risk
Current- Reporting under the Strategy and Analytics team, partnered with various teams within Compliance and Operational Risk to improve data processes, structure, and ad-hoc projects requiring team expertise. - Developed Power Bi dashboards supported by Alteryx that visualized locations in the United States along with various compliance factors related to those locations.
Jan 2024 - Present
Compliance Analyst
- Participated in the global ‘Compliance Academy’ rotational program, including mentorship, learning events, community service, and social activities. All to develop a firm understanding of holistic global investment banking. - Participated in rotations with Trade Surveillance and Asset Management Compliance.- Monitored trade process reports and escalated issues to front office. Aspects include trade modifiers, NASDAQ halts, TRACE reporting, Regulation NMS, Third Party Trade Reporting, low-tiered securities, et cetera.- Constructed macros in Excel VBA for compliance reports, reducing report turnaround, and granting numerous hours per week.- Investigated fixed income scenarios for characteristics of potential market manipulation.- Conducted quarterly analysis on State and Federal political contribution data to ensure SEC, FINRA and CFTC regulations were upheld.
Oct 2022 - Jan 2024
Business Operations Intern
- Developed and maintained dashboards in Power BI and Excel, pertaining to service and sales contract data supporting Aftermarket Management and the Inside Sales team. - Enhanced data metrics and visualization for work-in-progress operations and inside sales statistics, reduced turn around, as well as optimized data queries by implementing various calculations into large datasets. - Acquired exposure to information processes within Enterprise Resource Planning, along with finance, service, and sales contract data.
Aug 2021 - Nov 2021
1 education record
Nicholas P. education
-
University Of North Carolina At Greensboro
FAQ
Frequently asked questions about Nicholas P.
Quick answers generated from the profile data available on this page.
What company does Nicholas P. work for?
Nicholas P. works for UBS.
What is Nicholas P.'s role at UBS?
Nicholas P. is listed as Data Analyst - Wealth Management, Compliance and Operational Risk at UBS.
What is Nicholas P.'s email address?
AeroLeads has found 1 work email signal at @credit-suisse.com for Nicholas P. at UBS.
Where is Nicholas P. based?
Nicholas P. is based in Cary, North Carolina, United States while working with UBS.
What companies has Nicholas P. worked for?
Nicholas P. has worked for Ubs, Credit Suisse, and Nixon Power Services.
Who are Nicholas P.'s colleagues at UBS?
Nicholas P.'s colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Nicholas P.?
You can use AeroLeads to view verified contact signals for Nicholas P. at UBS, including work email, phone, and LinkedIn data when available.
What schools did Nicholas P. attend?
Nicholas P. holds Bachelor'S Degree, Finance & Economics from University Of North Carolina At Greensboro.
What skills is Nicholas P. known for?
Nicholas P. is listed with skills including Leadership, Self Directed Learning, Generally Accepted Accounting Principles, Creativity Skills, Corporate Finance, Communications, Data Entry, and Microsoft Powerpoint.
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