Summary
Overview
Work History
Education
Timeline
Generic

Christine Nilson

Needham,MA

Summary

Accomplished professional with over 20 years experience in fixed income,equity, commodity markets and private wealth. Skilled in financial analysis and able to interpret data and present findings. Experience in Non Profit, Media, and Healthcare. Looking for a interesting and meaningful position where I can use my Financial, Analytical and People Skills.

Overview

36
36
years of professional experience

Work History

Operations Coordinator/Financial Advisor

Raymond James
Newton, MA
09.2024 - Current
  • Series 63 and 7 Licensed. Work on the Investment Team where I open accounts, settle trades, run analysis on Financial Plans and present to clients. Very high volume and demanding on a daily basis. Handle day to day operations in customer accounts.

Operations Manager

The Bulfinch Group
Needham, MA
11.2020 - 09.2024
  • Worked on the investment team in a CSA capacity. Streamlined operational processes to enhance efficiency. Led training sessions for new CSA employees and interns.

Asset Analyst

The Community Builders
Boston, MA
02.2017 - 02.2020
  • Created and maintained excels spreadsheets and files on over 150 properties used by the company to make strategic decisions.
  • Analyzed financial performance and made recommendations to management regarding future plans, sources and uses.
  • Collaborated with property managers at various sights to problem solve. Filled in when needed at the property location.

Claims Processor

Tufts Health Plan
Watertown MA
01.2012 - 01.2017
  • Processed outpatient Medicare Claims for Massachusetts Residents
  • Part of a research escalation team specializing in working on denied claims.

On-Air Reporter

Comcast
Norwell, MA
04.2009 - 01.2012

Licensed Fixed Income Sales Assistant

Donaldson, Lufkin & Jenrette
Boston, MA
09.1996 - 09.2004

Licensed Fixed Income Sales Assistant

Prudential Bache
Boston, MA And Rochester, NY
09.1990 - 09.1996
  • Assisted in developing sales strategies to enhance customer engagement and retention.

Education

Bachelor of Science - Accounting And Finance

Northeastern University
Boston, MA
08-1990

Timeline

Operations Coordinator/Financial Advisor

Raymond James
09.2024 - Current

Operations Manager

The Bulfinch Group
11.2020 - 09.2024

Asset Analyst

The Community Builders
02.2017 - 02.2020

Claims Processor

Tufts Health Plan
01.2012 - 01.2017

On-Air Reporter

Comcast
04.2009 - 01.2012

Licensed Fixed Income Sales Assistant

Donaldson, Lufkin & Jenrette
09.1996 - 09.2004

Licensed Fixed Income Sales Assistant

Prudential Bache
09.1990 - 09.1996

Bachelor of Science - Accounting And Finance

Northeastern University
Christine Nilson