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Nicole Polanco, CFP®

Nicole Polanco, CFP®

Intern

Followers of Nicole Polanco, CFP®755 followers
location of Nicole Polanco, CFP®Chicago, Illinois, United States

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  • Timeline

  • About me

    Senior Wealth Advisor at Chicago Partners Wealth Advisors

  • Education

    • Naperville North High School

      2007 - 2011

      Activities and Societies: Orchesis Dance Club, French Honor Society, and First Class Leadership Program

    • University of Illinois at Urbana-Champaign

      2011 - 2015
      Bachelor of Science Finance, General

    • Università Commerciale 'Luigi Bocconi'

      2014 - 2014
      Finance, General

      Semester abroad in Milan, Italy

  • Experience

    • UBS Wealth Management

      Jun 2012 - Aug 2012
      Intern

      • Analyzed, updated and organized client records• Collaborated with other teams on client onboarding activities

    • UBS Wealth Management

      Jun 2014 - Aug 2014
      Intern

      • Integrated client profiles by working with outside vendors• Researched and prepared legislative updates for group clients

    • Chicago Partners Wealth Advisors

      Jul 2015 - now

      • Senior Wealth Advisor

        Jul 2023 - now

      • Wealth Advisor

        Jul 2022 - Jul 2023

      • Associate Advisor

        Nov 2019 - Jul 2022

      • Client Services Associate

        Jul 2015 - Oct 2019

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Apr 2022

    • Series 65

      FINRA (Financial Industry Regulatory Authority)
      Oct 2017

  • Honors & Awards

    • Awarded to Nicole Polanco, CFP®
      Honors organization Sigma Alpha Lambda Jun 2012
    • Awarded to Nicole Polanco, CFP®
      President's Award University of Illinois at Urbana-Champaign May 2011
    • Awarded to Nicole Polanco, CFP®
      Kids Matter Service Award DuPage Children's Museum Nov 2010 • Organized benefit car-wash for local children’s museum• Recruited and managed volunteers to support charitable events• Raised over $500 for the museum through donations