Nicki Ferrell

Nicki Ferrell

Vice President, Project Manager at JPMorgan Chase

Location
Dallas/Fort Worth Area
Industry
Financial Services

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Nicki Ferrell's Overview

Current
  • Vice President, Project Manager of LEAN Change Transformation at JPMorgan Chase
Past
  • Vice President, Treasury Operations Manager - Private Equity Fund Services at JP Morgan Chase
  • Assistant Vice President, Cash Manager - Liquidity Operations at JPMorgan Chase
  • Assistant Treasurer, Fund Accounting Supervisor at JPMorgan Chase
  • Assistant Financial Representative II, Treasury at The Associates Corp Of North America
  • Fund Accountant at OppenheimerFunds
Education
Connections

231 connections

Nicki Ferrell's Summary

Experienced finance professional offering thirteen years of demonstrated capabilties in client relations, bank operations and cash management in financial services industry. Results-oriented achiever with strong management, organizational, analytical and decision-making skills.

Nicki Ferrell's Experience

Vice President, Project Manager of LEAN Change Transformation

JPMorgan Chase

Public Company; 10,001+ employees; JPM; Financial Services industry

January 2013Present (1 year 9 months) Dallas/Fort Worth Area

Change agent utilizing LEAN methodology to champion awareness, skill-building and strategic planning & implementation for optimal performance, sustainable growth and continuous improvement.

Vice President, Treasury Operations Manager - Private Equity Fund Services

JP Morgan Chase

Public Company; 10,001+ employees; JPM; Financial Services industry

June 2008January 2013 (4 years 8 months) Dallas/Fort Worth Area

Assistant Vice President, Cash Manager - Liquidity Operations

JPMorgan Chase

Public Company; 10,001+ employees; JPM; Financial Services industry

February 2003June 2008 (5 years 5 months) Dallas/Fort Worth Area

Assistant Treasurer, Fund Accounting Supervisor

JPMorgan Chase

Public Company; 10,001+ employees; JPM; Financial Services industry

September 2000February 2003 (2 years 6 months) Dallas/Fort Worth Area

Assistant Financial Representative II, Treasury

The Associates Corp Of North America

June 1998September 2000 (2 years 4 months) Irving, TX

Fund Accountant

OppenheimerFunds

Privately Held; 1001-5000 employees; Financial Services industry

19951997 (2 years) Englewood, CO

Nicki Ferrell's Skills & Expertise

  1. Securities
  2. Risk Management
  3. Account Reconciliation
  4. Financial Analysis
  5. Financial Reporting
  6. Equities
  7. Cash Management
  8. Portfolio Management
  9. Investments
  10. Fixed Income
  11. Banking
  12. Finance
  13. Financial Services
  14. Mutual Funds
  15. Valuation
  16. Treasury
  17. Management
  18. Fund Accounting
  19. Treasury Management
  20. Settlement
  21. Foreign Exchange
  22. Strategic Financial Planning
  23. Financial Modeling
  24. Financial Risk

View All (24) Skills View Fewer Skills

Nicki Ferrell's Certifications

  • Certified Treasury Professional (CTP)

    • Association for Financial Professionals
    • 2006 to 2011
  • NASDAQ Series 6 License

    • NASDAQ Securities
    • 1997 to 2000

Nicki Ferrell's Education

Texas A&M University-Commerce

Master of Business Administration, Strategic Business Management

Texas Tech University - Rawls College of Business

Bachelor of Business Administration, Finance

Activities and Societies: Alpha Kappa Alpha

Nicki Ferrell's Additional Information

Groups and Associations:

Association for Financial Professionals, Alpha Kappa Alpha Sorority, Inc

Contact Nicki for:

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  • reference requests
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