Campion Capital

Our mission is to identify and partner with the most talented investment managers globally who might serve as long-term partners to our institutional investor relationships. These include endowments & foundations, OCIOs, pension plans, investment consultants, family offices and wealth managers in Europe, the United States, South Africa, Asia, and the Middle East.

Associate

Morgan Stanley

I work with clients who are serious about their families' financial futures. I focus on effectively deploying  capital, managing portfolio volatility while being mindful of tax efficiency. I utilize both tactical and strategic asset allocation strategies combined with individual security selection, alternative investments, and separately managed accounts to help my clients achieve unique long and short term financial goals.  

I am strategically aligned with different Morgan Stanley Wealth Management teams based on areas of expertise, I leverage the individual team and firms intellectual capital to best fit the client. My goal is to build long-term, productive relationships built on trust, consistency and high level service. I take great pleasure in getting to know my clients, and helping them make well-informed investment/financial planning decisions as their lives evolve. 


Please contact me by e-mail: nicole.mahin@morganstanley.com or by Phone (941) 364-7459 I cannot respond to messages through LinkedIn. 
Morgan Stanley Wealth Management. Member SIPC

Financial Advisor Associate 

Meltwater

Meltwater is the global leader in Media Intelligence & Monitoring. The mission is to help clients use 'Outside Insight'  in the big data space in order to make better informed strategic business decisions.

Conducted business to business sales by presenting media intelligence technology to companies across the North American region. I was responsible for the entire sales process as the point of contact and consultation with executives on a national scale. I directly pitched Meltwater’s suite of services and utilized company analysis to craft business plans to leverage our software specific to the tailored needs of these organizations to  impact business development and indirectly add to the bottom line.

Media Intelligence Consultant – Client Acquisition

Northwestern Mutual

Developed enduring relationships with clients by providing expert guidance for a lifetime of financial security. I worked with clients to identify their needs and then focus on solutions that can help make those financial goals a reality on an individual basis.

I assess clients’ income, expenses, tax status, and financial objectives to project holistic financial forecast through the lenses of risk management, cash accumulation and cash withdrawal. I worked directly with senior financial advisors to assess client profiles and tailor financial plans regarding asset allocation, investments, tax alleviation, risk mitigation and savings vehicles.

Financial Representative 

Sentinel Solutions

Intern at a boutique financial advisory firm, Sentinel Solutions. Exposed to high net worth clients in New York City across multiple levels of the banking industry. I was able to learn a lot about wealth management, tax efficiency and financial planning from a holistic point of view.

Taplio

Nicole Mahin's Linkedin Analytics

Nicole Mahin

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Nicole Mahin's Linkedin Analytics

Nicole Mahin

Want to drive more opportunities from LinkedIn?

Nicole Mahin's Linkedin Analytics