NICHOLAS COLMENARES
West Windsor,NJ
Summary
Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
10
10
years of professional experience
Work History
Analyst
Runaway Flare Capital LLC
West Windsor, NJ
09.2017 - Current
- Formulated investment thesis for stocks, options and ETFs.
- Actively analyzed market trends.
- Monitored and delivered real time financial news.
Business Analyst
UBS Global Wealth Management
New York, NY
09.2019 - 03.2020
- Managed the execution of client service activities such as initiating and monitoring account opening as well as asset transfers.
- Handled client inquiries, coordinating with specialists and service centers to deliver an integrated service to the client.
- Serviced account maintenance activities, which are primarily trust/fiduciary-related that include trust accounting transactions, deposits/transfers.
- Conducted research projects on client accounts, maintain department industry research, and report information.
Assistant
Fox Horan & Camerinini LLP
05.2015 - 08.2015
- Organized active case documentation, to enhance bookkeeping
- Investigated and provided both research and confidential solution options for select clients.
- Completed and submitted required IRS forms for foreign individuals
- Assisted attorneys with key project deadlines, such as immigration information, updating tax forms, and US patents.
- Analyzed, organized and filed legal documents for consistency.
Education
B.A. - Politics, International Relations
The Catholic University of America
10.2017
Skills
- Analytical Thinking
- Data Research and Validation
- Continuous Improvement
- Verbal and Written Communication
- Risk Analysis
- MS Excel
- MS Word
- MS PowerPoint
- MS Access
- MS Outlook
- Trading Platforms
- Compliance Analysis
Languages
Timeline
Business Analyst
UBS Global Wealth Management
09.2019 - 03.2020
Analyst
Runaway Flare Capital LLC
09.2017 - Current
Assistant
Fox Horan & Camerinini LLP
05.2015 - 08.2015
B.A. - Politics, International Relations
The Catholic University of America
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