As senior operations analyst for Satori’s investor experience team, Nicole Weirich is responsible for leading operational and administrative functions such as resource organization, meeting coordination, procedure documentation, calendar support, and ownership of certain investor-related processes. She supports the investor experience team’s efforts to efficiently respond to and manage investor and internal team requests, and she coordinates investor on-boarding and oversees maintenance of the investor portal. She also assists with firmwide initiatives and special projects.
Prior to joining Satori, Nicole was an investor relations associate at Strait Capital, where she managed a variety of client-focused responsibilities such as on-boarding, document processing and management, CRM database maintenance, and treasury services. Previously, she served as a private equity investment analyst at the California State Teachers’ Retirement System (CalSTRS), where she performed analytics, coordinated closing processes, and managed the deal pipeline. She also worked in an administrative assistant role at the California Public Employees’ Retirement System (CalPERS). Prior to that, she worked as a web administrator and assisted with the growth of a start-up business that was acquired by Match Group in 2012.
Nicole earned a Bachelor of Science degree in business administration from California State University, Sacramento, with a minor in communications.