In June of 2019, Nicole joined Lakeview Institutional as a Business Development Executive and is responsible for client relations. Bringing 15 years of experience in the Investment and Banking Industry, she is responsible for obtaining client referrals, developing new business, increasing marketing efforts, providing core client-facing service and financial planning.
Prior to joining Lakeview Institutional, Nicole spent the majority of her career as a Private Banker and Wealth Advisor. She started her career at SunTrust Securities and has worked for several large Financial Institutions. She has concentrated on the Investment and lending needs of high-net worth individuals, independent women, businesses and retired clients by helping them develop strategies to manage their personal and corporate finances. She stresses a long-term approach and is committed to establishing relationships built on trust to achieve growth.
Nicole received a Bachelor’s degree in Finance from Kennesaw State University. During college, Nicole studied marketing abroad in England, Scotland and Ireland. She is a member of ACG Global, ProWIN and the Buckhead Business Association.