Nicklas Vincent, QKA

Experience

• 

  Raley's

  Jan 2006 - Mar 2012

  Store Clerk
• 

  US Navy

  Mar 2007 - May 2009

  Aviation Boatswainsmate (Handler/Firefighter)
• 

  Safeway

  Jan 2014 - Mar 2015

  Bookkeeping Clerk
• 

  The Lewis Group of Companies

  May 2016 - Mar 2017

  Leasing Administrator
• 

  Newport

  Mar 2017 - Nov 2019

  Conversions Consultant

  Project manage the on-boarding of retirement plans. I speak with Advisors and company owners daily as well as coordinate meetings/timelines to make an efficient implementation/conversion.

• 

  Human Interest

  Nov 2019 - May 2024

  Taking on more of a leadership role, while supporting the sales team in process and industry knowledge. As a resource to give potential clients a suitable and accurate experience, I assist in helping my team with the ability to offer retirement plans to small, medium and large size businesses. Supporting the sales team in process and industry knowledge. As a resource to give potential clients a suitable and accurate experience, I assist in helping my team with the ability to offer retirement plans to small, medium and large size businesses. Project manage the on-boarding of retirement plans. I speak with Advisors and company owners daily as well as coordinate meetings/timelines to make an efficient implementation/conversion.

  • Senior Retirement Plan and ERISA Specialist

    Dec 2021 - May 2024

  • Retirement Plan and ERISA Specialist

    Jul 2020 - Dec 2021

  • Implementation Manager

    Nov 2019 - Jul 2020
• 

  Institute of Catholic Culture

  May 2024 - now

  Operations Manager

  Observing the operational goals of the organization, while communicating the outlook of the director as well as the board.