Nicholas Collatos, CFA

Experience

• 

  State Street Global Advisors

  Jun 2007 - Jan 2008

  Request For Proposals - Intern
• 

  State Street Global Advisors

  May 2008 - Jul 2011

  Senior Associate

  Securities Lending collateral operations and broker managementMember of operational support team of SSgA’s domestic cash investments and trading activities

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  Income Research + Management

  Jul 2011 - May 2013

  Senior Associate

  Income Research + Management (IR+M) is a privately held, active fixed income, investment management firm. I was a member of the Relationship Management team. Responsible for client presentations and reporting for new and existing business.

• 

  Liberty Mutual Insurance

  Jul 2014 - Feb 2017

  Senior Manager Financial Planning Analysis

  Member of the Corporate Development Program (CDP), which is a post-MBA rotational Leadership program. Completed rotations in:- Corporate Finance - Taxation (Global Strategy Team)- Personal Insurance - Financial Planning & Analysis- International Insurance - Strategy Development & Deployment (Hong Kong)- Corporate Insurance - New Product DevelopmentI outplaced from the CDP into Personal Insurance, Financial Planning & Analysis, Expense Management role where I managed a team of Financial Analysts responsible for reporting, planning and strategically managing $6B+ of US domestic expenses on a current year forecast and 2-year plan basis Show less

• 

  CVS Health

  Feb 2017 - now

  • Led a team of 15 with 3 Senior Leader direct reports responsible for key stages along the strategic initiative life cycle: Portfolio Discovery, Project Delivery and Program Management• Oversaw 4 key financial lines on the P&L within Pharmacy Inventory Management, totaling ~$200M in P&L responsibility• Spearheaded strategic initiatives saving $300M+/yr in P&L through RxInventory productivity and optimization improvements• Partnered with enterprise Sr. Leadership across RxReplenishment, Merchandising, Distribution Center, Logistics, Enterprise Operations, Finance and Enterprise Analytics to optimize $600M+ of RxInventory annually Show less

  • Executive Director, Inventory Management

    Feb 2024 - now

  • Lead Director - Rx Inventory Management

    Jun 2018 - Feb 2024

  • Senior Manager

    Feb 2017 - Jun 2018