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Nick Walsh

Client Operations Associate at Aperio Group

Nick Walsh is currently a Client Operations Associate at Aperio Group. Prior to this, they were a Loan Closing Administrator at First Republic Bank from August 2020 to December 2020. Before that, they were with LendingClub as an Investor Operations Specialist from April 2016 to April 2020, where they managed relationships with investor account custodians, pulled and organized data from the company database for marketing, compliance, and investor services teams, performed research and analysis to improve Know Your Customer procedures for retail investor population, and handled back-end tasks such as money movement, creating investor accounts, processing investor documents, and moving investor assets as directed.

Nick Walsh began their career in the tennis industry as a San Francisco/San Mateo Tennis Service Representative with USTA Northern California from May 2014 to April 2016. Nick then transitioned into the box office industry as a Box Office Assistant with AEG from August 2013 to February 2017. During this time, they also interned in marketing and PR with Comcast SportsNet from August 2013 to January 2014.

Nick Walsh has a Master of Arts in Sport Management from the University of San Francisco and a Bachelor of Science in Business and Technology from Stevens Institute of Technology.

They work with John von Paris - Client Relationship Manager, Dan Greenberg - Client Relationship Manager, and Janette Leyden-Hunt - Client Operations Associate. Their manager is Jack Lindstrom, Head of Client Operations.


Timeline

  • Client Operations Associate

    Current role