Nicole Pond2018-02-23T08:20:48+00:00

 

Nicole Pond – Relationship Manager

Nicole Pond, Managing Consultant, Retirement Plans Partner:

Nicole joined The Partners Group with nearly 10 years of financial service experience working for a global financial services company. Nicole regularly consults with plan sponsors on fiduciary governance, investment menu construction, vendor fees and services, as well as plan design.

Nicole’s experience provides unique solutions to situations clients may encounter. Her approach to consulting with clients can be expressed in two words: listen and deliver. Nicole’s team brings a valuable perspective to client service and strategic support, with a focus on value-added consultation. Nicole earned a degree in Business Administration from the University of Oregon. She holds series 7 and 66 securities licenses.

In her spare time, Nicole enjoys traveling, cooking and camping. She most recently combined her three favorite pastimes while traveling along the east coast of Australia with her husband.


Nicole Pond is affiliated with Geneos Wealth Management, Inc.

 

Check the background of this investment professional on FINRA’s BrokerCheck

 

Contact:

Email
503.726.5712

Awards & Accolades:

Awarded National Association of Plan Advisors – (NAPA) Top Women Advisor

Nominated for NAPA’s 2015 Top 50 Under 40

Featured TPG Articles:

Q & A from Seminar: Attract and Retain Employees through Retirement Benefits

Attracting and Retaining Quality Employees – Part 1

How to Effectively Communicate Your Benefits Package to Diverse Employee Demographics

Current Trends in Retirement Plans in the Northwest

Featured TPG Videos:

(Click twice on below videos for a larger view)

Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.