Nicki is a Client Service and Operations Manager at The Colony Group, where she works closely with the Investment Services team on a wide array of projects including client relationship management software integration and implementation and streamlining operational processes.
Along with her 18 years of experience in the financial services industry, she brings curiosity and creativity to her work as she strives to simplify workflows, minimize risk and errors, and implement new technologies.
Before joining The Colony Group, Nicki was the Assistant Director of Operations at Prio Wealth. Prior experiences also include working at Ironwood Investments as the Director of Operations, and at Anchor Capital as a lead SMA trader.
Nicki graduated with a Bachelor of Arts in Art History from Tulane University. Outside of the office, she enjoys traveling, gardening, and cooking with her family. Fun fact – Nicki completed the polar plunge in 2019 and is planning to make it to the annual event on New Year’s Day.