Nicholas Hodgkins
Smyrna,GA
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate
Goldman Sachs Ayco
06.2019 - Current
- Fully supported multiple advisors providing holistic financial planning services to high net worth individuals through rigorous training program
- Service provided to clients as an Executive Benefit provided by company. Majority of clients are current or retired executives for Fortune 100 companies.
- Created personal financial statements using data provided by clients to review Net Worth, Risk Tolerance and Asset Allocation
- Reviewed employee benefits in detail. This includes equity grants, retirement accounts, insurance benefits. Created retirement planning strategies that correlated with benefits.
- Created Tax Projections using BNA Income Tax Planner.
- Presented tax projections to clients to provide tax planning advise, recommend and execute estimated payments, and provide expectations of tax due for cash flow planning.
- Prepared 100+ 1040 Individual Income Tax Returns that were reviewed and signed by advisors, and tax specialists
- Reviewed and finalized tax returns.
- Generated Long Term Cash Flow exhibits using Monte Carlo Analysis in excel. Reviewed and discussed with clients.
- Operationally fully supported Advisor. Second point of contact for all clients while advisor was in meetings. Organized current tasks.
- Assisted with planning topic for each meeting, which was reviewed with advisor before discussing with client. Many of these recommendations were implemented.
- Streamlined internal processes for increased efficiency, allowing for higher volume of client engagements.
- Mentored junior team members to enhance their understanding of financial planning principles and best practices.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Created financial models to analyze and evaluate investment strategies.
Counselor
Camp All-American
05.2018 - 08.2018
- Led groups of 8 campers between 8-10 years old for a week long of all day sessions
- Provided mentorship and organization for campers to facilitate a fun and challenging experience
- Communicated with parents regarding camper registration, behavioral issues, and questions or concerns regarding camp program
Intern
Mansfield Oil Company
06.2017 - 07.2017
- Participated in Summer Credit Analyst Internship Program
- Analyzed financial statements for public and private companies to determine credit exposure limits based primarily on Tangible Net Worth, Working Capital and Cash Flows
- Collaborated with members of team, as well as other internal teams in order to access necessary information and deliver findings.
- Shadowed employees from different departments, such as supply chain management, sales associates, etc.
Education
BBA - Finance
The University of Georgia
Athens, GA05.2019
Skills
- Asset Allocation
- Retirement Planning
- Customer Interaction
- Investment Analysis
- Tax Planning and Preparation
Certification
- Certified Financial Planner
- Licenses: Series 7 and Series 66
Timeline
Associate
Goldman Sachs Ayco
06.2019 - Current
Counselor
Camp All-American
05.2018 - 08.2018
Intern
Mansfield Oil Company
06.2017 - 07.2017
BBA - Finance
The University of Georgia
- Certified Financial Planner
- Licenses: Series 7 and Series 66
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