Nichole Heidrick is a high-level expert, working in First Republic Bank main office of which is in 1096. as a Managing Director, Wealth Manager since 2020. Nichole Heidrick gained professional experience in more than eight positions at different companies. Nichole Heidrick went to the Nyu Stern School of Business and received education from 2002 to 2004. Bellevue, Washington is the area, where this person was lastly known to be settled. Nichole Heidrick's email address and phone can be accessed through SoftwareOfficial on demand.
Name variants:
Nichole Heidrick
Last updated Jun 07, 2024
Contact Information
Workplace
Managing Director, Wealth Manager
Cupertino, CA
Industry
National Commercial Bank
Colleagues
Work History
Managing Director, Wealth Manager
111 Pine St, San Francisco, CA 94111
from Feb 2020
Managing Director, Wealth Advisor
420 Montgomery St, San Francisco, CA 94129
from Jul 2008
Private Wealth Advisor
200 West St, New York, NY 10006
Managed portfolios for ultra high net worth families and private foundations.
Developed asset allocation strategies appropriate for each client's personal circumstances and legal entities,...
Aug 2004 — Apr 2008
Wealth Advisor, Senior Vice President
420 Montgomery St, San Francisco, CA 94129
Advise clients with greater than $10MM in investable assets in four main areas: investments, fiduciary services, banking and lending, and risk management.
Specialized expertise in partneri...
from Jan 2008
Director, Outreach Programs
Established national grant program serving medically underserved women in a partnership with the Centers for Disease Control Breast and Cervical Cancer Early Detection Program.
Raised $650...
Jan 1999 — Jan 2002
Director of Fundraising and Finance
20 west 36Th St FLOOR 9, New York, NY 10016
Publicolor is a nonprofit organization that organizes inner-city students to bring dignity through color and collaboration to public schools and neighborhoods.) Developed fundraising plan th...
Jan 1997 — Jan 1999
Assistant Editor
55 Water St, New York, NY 10041
Assisted ratings analysts by fact checking and editing press releases within tight deadlines concerning municipal and corporate bond rating actions for industry publication, CreditWeek.
Jan 1996 — Jan 1997
Litigation Legal Assistant
825 8Th Ave, New York, NY 10019
Aided team of 3 Partners and 10 Associates with all aspects of large-scale corporate litigation.
Responsible for on-site document discovery, legal research, trial preparation and trial sit...
Jan 1994 — Jan 1996
Education
2002 — 2004
1990 — 1994
Occupations
Executive
Chief Executive Officer
Manager
Accountant
Finance and Accounting Specialist
Advisor
Corporate Executive
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Asset Managment
Fixed Income
Equities
Portfolio Management
Investments
Risk Management
Asset Management
Finance
Banking
Financial Analysis
Wealth Management
Series 7
Management
Loans
Alternative Investments
Asset Allocation
Financial Modeling
Strategy
Private Equity
Strategic Planning
FAQs about Nichole Heidrick
What's the profession of Nichole Heidrick?
This professional's job is Managing Director, Wealth Manager
What are the profession of Nichole Heidrick?
These person's professions are Executive and Chief Executive Officer
Where does Nichole Heidrick live?
Bellevue, Washington is the place where Nichole Heidrick lives
Where did Nichole Heidrick work?
The expert worked at First Republic Bank, Wells Fargo.
What education does Nichole Heidrick have?
Nichole studied at the Nyu Stern School of Business from 2002 to 2004.
Are there any professional industries Nichole Heidrick is connected to?
This professional works in Financial Services industry.
What are the skills of Nichole Heidrick?
This person has skills in the following areas: Asset Managment, Fixed Income, Equities, Portfolio Management, Investments, Risk Management, Asset Management, Finance, Banking, and Financial Analysis.