Kathy Nicholas

Practice Manager at Level Four Advisory Services, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Mission Viejo, California, United States, US
Skills

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Bio

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Experience

  • Level Four Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Practice Manager
      • Mar 2013 - Present

  • Capital Synergy Partners
    • Operations Manager
      • Jan 1999 - Present

  • Financial West Group/Capital Synergy Partners
    • Operation Manager
      • 1999 - 2011

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Sales Associate
      • Jul 1986 - Jan 1999

      Supported senior top producers by maintaing and updating files, researched client inquiries, orgainized lunches & seminars. Supported senior top producers by maintaing and updating files, researched client inquiries, orgainized lunches & seminars.

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