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Nicole Dagenbach

Nicole Dagenbach

Followers of Nicole Dagenbach393 followers
location of Nicole DagenbachCincinnati, Ohio, United States

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  • Timeline

  • About me

    Director, Executive Services Participant Engagement

  • Education

    • Xavier University

      2012 -
      Executive Certificate in Financial Planning

    • Northern Kentucky University

      2004 - 2008
      Bachelor of Science (B.S.) Psychology

  • Experience

    • Fidelity Investments

      Nov 2010 - Jan 2022

      - Demonstrate a deep understanding of an aligned companies 401k plan, equity compensation plan, non-qualified plans- Retirement planning, investment strategy planning, benefits planning • Partner with Executive Planning Consultant to engage and deepen relationships with Executives and their families • Assisted business partners in implementing strategies for clients and promote annual guidance reviews • Educate high net worth clients on market activity, placing trades and transactions as instructed • Responsible for trading securities including equities, mutual funds, options and precious metals for retail clients

      • Benefits & Planning Consultant

        Jan 2016 - Jan 2022

      • Relationship Manager

        Feb 2013 - Jan 2016

      • Premium Financial Services Representative

        Oct 2011 - Feb 2013

      • Financial Representative

        Nov 2010 - Oct 2011

    • Fidelity Investments

      Mar 2022 - now
      Executive Services

  • Licenses & Certifications

    • CEP Level 1

      Certified Equity Professional Institute

    • General Securities Sales Supervisor - Series 9/10

      FINRA

    • Investment Adviser Representative- Series 66

      FINRA
      Apr 2013

    • General Securities Representative- Series 7

      FINRA
      Feb 2011