Nicholas Baez
Operations & Project Associate at Lifetime Financial Advisors
Based in Encinitas, United States
7-day free trial · no credit card
Seniority
Staff
Department
Operations
Location
Encinitas
Industry
Financial Services
Company size
12
Contact information
Reveal Nicholas's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
n•••••••@lfa-inc.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Nicholas Baez
As a project management professional with a diverse background in financial operations, strategic planning, and cross-functional leadership, I bring a unique set of experiences to every role I undertake. My career began as a tennis player living in Barcelona, Spain and recruitment to play as a D1 player for Pepperdine's Men's Tennis. I developed resilience, discipline, and the ability to adapt in high-pressure environments on that journey. These traits have been integral to my success in managing high-impact projects, leading teams, and driving both financial and operational growth. Currently, I help manage over $550M in assets at LPL Financial, overseeing structured product portfolio operations and developing data-driven strategies to optimize financial performance. My international upbringing and cross-cultural exposure enable me to collaborate effectively with diverse teams and navigate complex projects globally. Whether creating strategic roadmaps or implementing key performance indicators (KPIs) to guide decision-making, I am driven by the desire to deliver impactful business outcomes. My passion lies in combining strategic vision with actionable plans to achieve measurable success. I’m always open to connecting with professionals who share a commitment to innovation, leadership, and growth.
Decision-makers
Other people at Lifetime Financial Advisors
- SEDirector
Sid Ean
Regional Director · General Business & Management
- CGStaff
Charles Gower
Operations Associate · Operations
- LCManager
Liliana Chung
Senior Operations Associate · Operations
- LVStaff
Luke van Houten
Financial Advisor · Finance & Accounting
- ZSManager
Zoran Selakovic
Strategy Consultant · General Business & Management
Build a list of verified contacts at Lifetime Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Nicholas
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime