Client Service Manager
Nicole joined Benefit Financial Services Group in 2018 and currently serves as a Client Service Manager for a number of corporate and public clients. Prior to joining BFSG, Nicole worked in real estate and was a Collateral Management Specialist at State Street.
Nicole graduated Magna Cum Laude from the University of the Pacific with a bachelor’s degree in Business Administration with a concentration in Finance and Entrepreneurship. While enrolled, Nicole was Chief Operating Officer of the school’s investment fund and helped manage and allocate the fund’s $2.9M in assets. She is an Investment Advisor Representative of BFSG, LLC.
What is your personal motto or mantra?
I believe, every day, you should have at least one exquisite moment.
Outside of my professional career I am passionate about:
All forms of art, with the highest appreciation for culinary arts.
What is the most rewarding part of being a BFSG Team Member?
The ability to design and implement changes if there are inefficient processes.