Senior Vice President Of Operations@ Gradient Investments LLC
Saint Paul, Minnesota, United States
Nicole Roby
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Century College
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Tell me more about Nicole Roby?
FlashIntel GPTNicole Roby is a highly experienced professional with over 15 years of expertise in the investment and securities industry. She has a strong background in portfolio management, compliance, and operations, with proficiency in Microsoft Office applications and institutional trading platforms. Nicole is licensed in the United States and has extensive knowledge of the investment industry, including portfolio management systems, trading platforms, and CRM applications. She has worked as a Senior Vice President of Operations at Gradient Investments LLC and as an Assistant Portfolio Manager at Jamerica Financial Inc.
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About
Over 15 years of experience in the investment and securities industry supporting portfolio managers, advisors and executives in portfolio management, compliance and operations. Proficient with portfolio management systems, trading platforms and CRM applications. Broad knowledge of investment industry covering portfolio management, technology, training, compliance support, project management and account administration.
Work Experience
Senior Vice President Of Operations
Nicole Roby's Professional Milestones
- Assistant Portfolio Manager (1999-09-01~2009-06-01): Streamlined portfolio management processes, optimizing efficiency and reducing costs.
- Senior Vice President Of Operations (2009-06-01~): Driving strategic initiatives to optimize operational efficiency and maximize profitability across multiple departments.
Education
Associates
1996-1999Skill
Microsoft Office Applications
Institutional Trading Platforms
Finra Series 65 Licensed
Certification
Colleagues
Other Named Nicole Roby
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Nicole Roby works for Gradient Investments LLC
Nicole Roby's role in Gradient Investments LLC is Senior Vice President Of Operations
Nicole Roby's colleagues are Becky Willenbring,Michael Binger, CFA,Bryan Lee
Nicole Roby's latest job experience is Senior Vice President Of Operations at Gradient Investments LLC
Nicole Roby's latest education in Century College
