Nicol L. Fischer

Plus aucun poste en cours

Profil

Ms. Fischer began her career with Blue Cross Blue Shield of South Carolina, where she served as a financial analyst, responsible for analyzing cost trends for government contracts.
She was instrumental in developing tracking methods to capture $7 million in unbilled accounts receivables.
In 2000, she joined GlobalValue Investors, Inc. as Clients Relations Manager.
In her position, Ms. Fischer was responsible for managing client relationships, portfolio reviews and financial planning for individual accounts in excess of $1.5 million.
She worked closely with a diverse clientele throughout the United States and internationally.
Ms. Fischer joined FMA as Portfolio Director in 2004.
She is experienced in estate and retirement planning for high net-worth individuals and has a substantial working knowledge of wealth management and financial planning tools and theories.
Ms. Fischer is a registered investment advisor through FMA Advisory, Inc. Ms. Fischer graduated from Presbyterian College in South Carolina with a bachelor’s degree in Business and Accounting.
She went on to complete the Financial Planning Certificate Program at Fairleigh Dickinson University in New Jersey.
Currently, she is a member of the Financial Planning Association.

Anciens postes connus de Nicol L. Fischer

Sociétés	Poste	Fin
FMA Advisory, Inc.	Analyst-Equity	01/04/2005
Global Investment Management Inc	Corporate Officer/Principal	02/07/2004