Nicole Bolden has a diverse work experience in various industries. Nicole is currently working at Sequoia Consulting Group as a Client Experience Manager since March 2022. Previously, they worked at SEI from 2015 to 2022, holding various roles such as Product Solutions Manager, Wealth Platform Transition Manager, and SEI Wealth Platform Service Consultant. In these positions, Nicole served as a liaison to elite financial advisors, educated clients on products and services, and managed projects to ensure the accuracy of client and account characteristics. Prior to SEI, they worked as a Server at Morton's The Steakhouse from 2013 to 2015, where they specialized in fine dining and attentive service. Nicole also gained experience as an Intern at USLI from 2014 to 2015, assisting with sales enhancement tasks. Additionally, they worked as a Financial Advisor Assistant at Mutual of Omaha from 2011 to 2012, helping manage client assets and providing analysis for investment strategies.
Nicole Bolden completed their Bachelor of Business Administration (BBA) degree in Finance from Temple University - Fox School of Business & Management. Nicole pursued their undergraduate education from 2010 to 2015.
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