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Nicole Benz
Nicole Benz
Regional Vice President | Equitable
Louisville, Kentucky, United States
Nicole Benz
Summary
Nicole Benz is a seasoned professional with over a decade of experience in the Registered Investment Advisor (RIA) channel, currently serving as the Regional Vice President at Equitable. Based in Louisville, Kentucky, she specializes in providing individual retirement strategies to RIAs across the Southeast. Nicole's diverse expertise spans customer service, finance, marketing, and sales operations, underscoring her multifaceted skill set in the financial services industry. Her previous roles, including Lead Consultant at Dpl Financial Partners, highlight her ability to drive strategic initiatives and enhance member success. In addition to her leadership capabilities, Nicole has cultivated strong relationships with advisors to expand distribution channels. She holds a degree in Marketing and Management from the University of Kentucky and has furthered her education in International Business and Art History. Nicole is passionate about leveraging her knowledge to foster innovative solutions in the financial sector.
Nicole Benz
Work Experience
Regional Vice President at
Equitable
March 2024 - Present
Lead Consultant, Strategic Accounts at
DPL Financial Partners
August 2022 - February 2024
Regional Vice President, Member Success at
DPL Financial Partners
January 2022 - July 2022
RIA Consultant at
DPL Financial Partners
January 2018 - December 2021
Territory Manager at
Jefferson National
December 2012 - January 2018
Senior Territory Consultant at
Jefferson National
September 2012 - December 2012
Territory Consultant at
Jefferson National
July 2011 - September 2012
Sales/Promotions Associate at
Underground Printing
April 2010 - May 2011
Global Products Management Intern at
GE Appliances, a Haier company
June 2010 - August 2010
Finance Intern at
Steel Technologies
May 2008 - August 2008
Nicole Benz
Education
University of Kentucky, Marketing And Management
January 2007 - January 2011
Lorenzo de' Medici: The Italian International Institute
January 2009 - January 2009
Frequently Asked Questions about Nicole Benz
What company does Nicole Benz work for?
Nicole Benz is a Regional Vice President at Equitable, a company specializing in Monetary Authorities-Central Bank.
Where Nicole Benz graduated from?
Nicole Benz holds a degree in from University of Kentucky.
Who is Nicole Benz?
Nicole Benz is a seasoned professional with over a decade of experience in the Registered Investment Advisor (RIA) channel, currently serving as the Regional Vice President at Equitable. Based in Louisville, Kentucky, she specializes in providing individual retirement strategies to RIAs across the Southeast. Nicole's diverse expertise spans customer service, finance, marketing, and sales operations, underscoring her multifaceted skill set in the financial services industry. Her previous roles, including Lead Consultant at Dpl Financial Partners, highlight her ability to drive strategic initiatives and enhance member success. In addition to her leadership capabilities, Nicole has cultivated strong relationships with advisors to expand distribution channels. She holds a degree in Marketing and Management from the University of Kentucky and has furthered her education in International Business and Art History. Nicole is passionate about leveraging her knowledge to foster innovative solutions in the financial sector.
Nicole`s contact details
Colleagues
President
Regional Vice President
Data Insights and Innovation Strategy Team Lead
Managing Director, Head of Tax
Regional Vice President
Regional Vice President
Executive Vice President, General Counsel and Secretary - Equitable Investment Management Group, LLC
Regional Vice President
Chief Strategy and Operations Officer-Life Business
Divisional Vice President