Nicole Tanenbaum is a high-skilled expert, working in Chequers Financial Management main office of which is in 1096. on the position of Partner and Chief Investment Strategist from 2017. This person has earned professional experience in more than seven positions at different companies. Nicole Tanenbaum went to the University of California, Santa Cruz and received education there from 2002 to 2004. San Francisco, California is the area, where this person was known to be situated. The professional's phone and email can be accessed through SoftwareOfficial on demand.
Name variants:
Nicky Tanenbaum,
Nicki Tanenbaum,
Nikki Tanenbaum,
Nikky Tanenbaum
Last updated Jun 11, 2024
Contact Information
Last Update
Jun 30, 2022
Email
ni**@chequersfinancial.com, nt**@rsadv.com
Location
San Francisco, CA
Company
Chequers Financial Management
Workplace
Partner and Chief Investment Strategist
Work History
Partner and Chief Investment Strategist
San Francisco, CA
Oversee all aspects of portfolio strategy and investment management services offered by Chequers. This includes integrating the firm’s investment philosophy throughout the organization, inve...
from Apr 2017
Managing Director, Portfolio Strategy
555 California St SUITE 1625, San Francisco, CA 94104
Oversaw portfolio strategy and investments across the Robertson Stephens investment platform, focusing on asset allocation, manager selection and portfolio implementation. Voting member of t...
May 2015 — Apr 2017
Associate
San Francisco, CA
Focused on asset allocation, portfolio strategy, trust and estate matters and tax planning for ultra high-net worth individuals at ICONIQ, a global multi-family office and merchant bank for ...
Mar 2014 — May 2015
Manager, Investor Relations and Portfolio Analytics
Managed investor relations and portfolio analytics at Watershed, a $2 billion alternative investment firm managing discretionary capital for institutional investors, primarily endowments and...
Jan 2007 — Mar 2014
Research Analyst
Modeled company financials and valuations, built capital structures, examined coverage and return potential through various debt tranches. Formulated summaries for potential investment oppor...
2004 — 2007
Research Analyst Intern
Constructed time series and panel economic data sets and occasional SAS programming. Constructed presentation material for potential institutional clients, demonstrating the diversification ...
2003 — 2003
Research Assistant
Project analyzing the dynamic nature of the Dow Jones Industrial Average Index. Conducted Dickey-Fuller tests for stationarity using TSP statistical program.
2002 — 2002
Education
2002 — 2004
1999 — 2002
Occupations
Executive
Partner
Manager
Chief Executive Officer
Chairperson
Advisor
Chief Executive
Operations Manager
Corporate Executive
Skills
Bloomberg
Fixed Income
Venture Capital
Private Equity
Valuation
Derivatives
Investments
Equities
Financial Modeling
Hedge Funds
Asset Management
Alternative Investments
Capital Markets
Trading
FAQs about Nicole Tanenbaum
What is the main profession of Nicole Tanenbaum?
Nicole is a Partner and Chief Investment Strategist.
What jobs is Nicole a professional at?
The expert is a professional such jobs as Executive and Partner.
Where is Nicole Tanenbaum located?
Nicole Tanenbaum is located in San Francisco, California.
Does the professional have the email address?
ni**@chequersfinancial.com and nt**@rsadv.com is Nicole Tanenbaum's email address.
How many companies did Nicole Tanenbaum work at?
The professional worked at seven jobs.
Where has Nicole Tanenbaum studied?
Nicole studied at the University of California, Santa Cruz from 2002 to 2004.
What is professional industry that Nicole Tanenbaum worked in?
This professional works in Investment Management industry.
Are there any professional skills Nicole Tanenbaum has?
Nicole has the following skills: Bloomberg, Fixed Income, Venture Capital, Private Equity, Valuation, Derivatives, Investments, Equities, Financial Modeling, Hedge Funds, and Asset Management.