Nicole serves as a Senior Client Associate with 13 years of experience. Nicole provides daily operational and administrative functions for our team. She is responsible for a broad array of client services, including client onboarding, the handling of estate issues, asset movement, alternative investments, and managing client events and communications. Nicole is committed to providing every client with the highest level of personal service. She graduated with a Bachelor of Science degree in Communication from the University of California Santa Barbara in 2009. She enjoys activities such as soccer, yoga, horseback riding, mountain biking and hiking.

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