N

Nick Anderson's contacts

Position:Director of Client Operations at Valeo Financial Advisors LLC
Experience:20 years
Location:Noblesville, Indiana, United States

How to contact Nick Anderson

Found email addresses for Nick Anderson:
n***@hotmail.com,
a***@yahoo.com,
n***@gmail.com,
a***@aboutschwab.com
Found phone numbers for Nick Anderson:
+1-323-***-**63
Found social network links for Nick Anderson:
GitHub
Skype
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Work Experience

Director of Client Operations at Valeo Financial Advisors LLC

Jan 2024 - Current

Senior Manager - Portfolio Solutions Group at Charles Schwab

Aug 2020 - Oct 2023

Senior Manager - Partner Support at Charles Schwab

Jun 2016 - Aug 2020

Senior Manager - Retirement and Estate Services at Charles Schwab

Jan 2008 - Jun 2016

Stock Broker at Charles Schwab

Oct 2006 - Jan 2008

Nick Anderson started working in 2006, then the employee has changed 1 company and 4 jobs. On average, Nick Anderson works for one company for 3 years 10 months.

Education

Bachelor's degree at Indiana University–Purdue University Indianapolis

Skills

Customer Service Operations, Investments, Wealth Management Services, Retirement Planning, Business Operations, Financial Services

Frequently Asked Questions

What is Nick Anderson's minimum period of employment in the companies?

Nick Anderson's minimum period of employment in various companies is 1 year 3 months.

What is Nick Anderson's average duration of employment for different companies?

On average, Nick Anderson works for one company for 4 years 3 months

What industries has Nick Anderson worked in?

Nick Anderson works in the Financial Services.

What positions has Nick Anderson held before?

Previously, Nick Anderson worked as a Senior Manager - Portfolio Solutions Group, and Senior Manager - Partner Support, and Senior Manager - Retirement and Estate Services, and Stock Broker.

How do I contact Nick Anderson?

Nick Anderson's email address is n**@valeofinancial.com, phone number is +1-520-***-**42. Sign up to get contact details.

Who are Nick Anderson's peers at other companies?

Nick Anderson's peers at other companies are Sadie Halfrich and Wilson Briggs and David

Nick Anderson Namesakes

Name
Company
Position
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Azure Support Engineer
N
Associate Mortgage Loan Specialist

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Other employees at Valeo Financial Advisors LLC

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Client Operations Team Lead
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