Nick Walser possesses a robust background in financial and performance reporting, with significant experience in client support and data integrity. At Commonwealth Financial Network, Nick served as an Analyst in Data Integrity, managing inquiries from financial advisors and participating in buy/sell meetings to ensure accurate information transfer. Following this role, Nick became an Investment Reporting Associate, overseeing the quarterly statement process and conducting quality assurance testing. Nick's career continued at Advisor360°, where roles progressed to Investment Reporting Analyst Level 4, encompassing management of a client-facing ticketing system, resolving investment account discrepancies, and serving as a subject matter expert. Earlier experience includes an internship at General Dynamics Advanced Information Systems, where contributions included coordinating proposal packages and creating databases to enhance workflow. Nick holds a Bachelor of Science degree in Resource Economics from the University of Massachusetts at Amherst.
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