With work experience over seven years, Nicholas Yeakle is now working at Aua Capital Management that is located in 1185 as a Director of Investments. Nicholas received his education from 2017 to 2018 at the University of Miami. Nicholas has certifications in Paralegal Certified This professional lives in Navy Sup Dpt, Pennsylvania. To contact Nicholas, you can search for their phone number or email address or receive further information by requesting access to Nicholas's additional details through SoftwareOfficial.
Name variants:
Nicolas Yeakle,
Nickolas Yeakle,
Nikolas Yeakle,
Nick Yeakle,
Nicky Yeakle,
Nicol Yeakle,
Cole Yeakle,
Colin Yeakle,
Claus Yeakle,
Klaus Yeakle
Last updated Jun 09, 2024
Contact Information
Workplace
Colleagues
Work History
Director of Investments
2331 Market St SUITE L, Camp Hill, PA 17011
from Dec 2018
Investment and Operations Analyst
Camp Hill, PA
Provides support to the Investment Management group of LeTort Trust.
Mar 2015 — Jan 2019
Account Manager and Financial Services
4135 north Front St, Harrisburg, PA 17110
Manage client base of 10 agencies, acting as primary point of contact on customer service requests and conflict resolution. Compiled trade portfolio reports for staff, keep staff aware of in...
Jun 2013 — Apr 2015
Junior Associate and Office Manager
Provided administrative support to staff including document preparation, policy and regulatory research, legislation tracking and database management.
Jan 2012 — Jun 2012
Legal Secretary Internsip
Support Attorney group with pre-trial preparations, post-trial document organization, filing and document preparation. Research and understand compliance with State Government rules and regu...
Sep 2009 — Apr 2010
Education
2017 — 2018
Occupations
Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper
Skills
Research
Data Analysis
Client Service
Microsoft Word
Crm
Crm Databases
Microsoft Powerpoint
Excel
Financial Services
Trading
Portfolio Management
Risk Management
Investments
Compliance
Fp&A
Controller
Financial Audits
Budget Management
Treasury Services
Financial Reporting
Financial Analysis
Cash Flow
Enterprise Resource Planning
Budgeting
Management
Wealth Management
Finance
Financial Modeling
Wealth Management Services
Model Portfolios
Corporate Finance
Financial Risk
Banking
Treasury Management
Treasury
Cash Management
Credit
Capital Markets
Valuation
Business Development
Leadership
Family Office
FAQs about Nicholas Yeakle
What's the main profession of Nicholas Yeakle?
Nicholas Yeakle is a Director of Investments.
What are the profession of The professional?
These person's professions are Accountant and Finance and Accounting Specialist
Where does Nicholas Yeakle live?
Nicholas Yeakle lives in Navy Sup Dpt, Pennsylvania.
Where did Nicholas Yeakle work?
Nicholas Yeakle worked at Aua Capital Management, Letort Trust.
What education does Nicholas Yeakle have?
Nicholas studied at the University of Miami from 2017 to 2018.
Are there any professional certifications, that Nicholas Yeakle has?
This expert received the following certifications: Paralegal Certified.
What is the industry that Nicholas Yeakle is connected to?
This person works in Financial Services industry.
What are special skills of Nicholas Yeakle?
Nicholas Yeakle has such skills as Research, Data Analysis, Client Service, Microsoft Word, Crm, Crm Databases, Microsoft Powerpoint, Excel, Financial Services, Trading, and Portfolio Management.