Nikos Price
South Jordan,UT
Summary
In-depth Senior Analyst with sound knowledge of various software. Expertise in client management, data analysis, data modeling, and client relationship management. Over four years of experience in the industry.
Overview
9
9
years of professional experience
Work History
SENIOR ANALYST – TRANSITIONS TEAM SPECIALIST
Goldman Sachs Private Bank Select
07.2022 - Current
- Results-oriented Senior Financial Analyst with expertise in the private banking sector, specifically specializing in securities-based lines of credit
- Proven track record in facilitating smooth transitions for multiple advisors moving between firms
- Seeking opportunities to contribute financial acumen and analytical skills in a challenging environment.
- Responsible for approximately one-third of the total business book, demonstrating consistently high performance.
- Review and assess clients' current financial statements and situations to provide tailored financial solutions.
- Developed complex financial models for forecasting and budgeting purposes.
- Conducted research to compare competitive products in the marketplace.
- Created detailed reports that documented findings and presented recommendations to senior leadership.
CLIENT SERVING GROUP MEMBER/ TEAM LEAD
Goldman Sachs Private Bank Select
01.2021 - 07.2022
- Maintaining the SBLOC with GS Private Bank’s clients and their advisors.
- Resolving escalations and diffusing client situations.
- Assisting multiple Regional Banking Directors with their top clients or advisors.
- Extensive knowledge of the SBLOC product from the initial application stage to the maintenance of the line.
CREDIT SPECIALIST
Marcus by Goldman Sachs
04.2020 - 12.2020
- Responsible for verifying customer employment, and income, and clearing any fraud concerns on client applications
- Evaluating whether a GS loan applicant satisfies targeted standards
- Audit any fraud concerns with the provided documents
LOAN OFFICER ASSISTANT
Veterans First Mortgage – Barrington Bank & Trust / Low-Rate Mortgage
05.2018 - 03.2020
CASHIER TO ASSISTANT MANAGER
Apollo Burger – Taylorsville
12.2014 - 04.2018
Education
Bachelor of Science Business Administration – Management -
Western Governors University
02.2024
Master of Business Administration (currently enrolled to start in May 2024) -
Western Governors University
Skills
- Securities-Based Lines of Credit
- Financial Analysis
- Client Financial Assessment
- Customer service
- Team Collaboration
- Data Analysis
- Financial Modelling
- Relationship Management
- Resourceful
- Competitive Analysis
- Client management
- Report Preparation
- Adaptability
- Tech-Savvy
Timeline
SENIOR ANALYST – TRANSITIONS TEAM SPECIALIST
Goldman Sachs Private Bank Select
07.2022 - Current
CLIENT SERVING GROUP MEMBER/ TEAM LEAD
Goldman Sachs Private Bank Select
01.2021 - 07.2022
CREDIT SPECIALIST
Marcus by Goldman Sachs
04.2020 - 12.2020
LOAN OFFICER ASSISTANT
Veterans First Mortgage – Barrington Bank & Trust / Low-Rate Mortgage
05.2018 - 03.2020
CASHIER TO ASSISTANT MANAGER
Apollo Burger – Taylorsville
12.2014 - 04.2018
Bachelor of Science Business Administration – Management -
Western Governors University
Master of Business Administration (currently enrolled to start in May 2024) -
Western Governors University
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