Investment Sales Officer
Investment Sales Officer with Country Club Bank Capital Markets Group, Kansas City, where her primary responsibilities include portfolio sales and management.
Nicole holds the following securities licenses:
- Series 7: General Securities Representative
- Series 66: Uniform Combined State Law Examination
Nicole specializes in balance sheet advisory services, corporate cash management and liquidity strategies.
Prior to joining Country Club Bank, Nicole was an Investment Officer at UMB Bank where she specialized in corporate cash management and institutional fixed income sales. She has a background in asset liability management, with prior experience as an analyst providing interest rate risk modeling for financial institutions.
Nicole received her undergraduate degree from University of Missouri and her MBA from Rockhurst University’s Helzberg School of Management. Nicole is active in the Kansas City community and involved with numerous charitable organizations in the area.