Nicki’s main responsibility is working to implement investment planning strategies and follow through on the continued administrative management of our client’s investment accounts. This includes obtaining the required paperwork to establish new accounts, completing transfers, handling deposits and withdrawals as well as other administration of investment accounts.
Prior to her employment with Wealth By Design, Nicki was the Senior Operations Administrator at the Paramus, NJ Osaic office. Nicki graduated with an Associate’s in Science degree from Bergen Community College.
In her spare time, she enjoys reading and writing romance novels, hosting dinner parties, and crafting.