Nicholas McKenzie

Nicholas McKenzie currently serves as a Financial Analyst at Allworth Financial, where responsibilities include conducting comprehensive financial and operational analyses and collaborating with stakeholders on business reporting and budgeting. Prior to this role, Nicholas was a Fund Operations Analyst II at Fidelity Investments, focusing on NAV validation and shareholder account valuation. Additionally, Nicholas worked as a Workplace Planning Associate at Fidelity Investments, where proactive client engagement and relationship building were key to enhancing client satisfaction. Earlier experience includes serving as the Director of Accounting and Finance at Muber Me, managing logistical operations and optimizing supply chain processes. Nicholas holds a Bachelor of Science in Finance from The University of Texas at Dallas.