About

WealthIQ is a channel dedicated to educating entrepreneurs, small businesses and small business owners on protecting their capital, effectively deploying their capital and multiplying their capital in order to survive and prosper through any economic conditions. Topics include budgeting, retirement planning, life insurance, estate planning & trusts, creative passive income options, private equity, corporate cash management & Treasury, exit planning, working capital, capital raising, macro-economic discussions, and more. Nicole has nearly 20 years experience in Commercial Banking as a Treasury Management Consultant. She is a Certified Treasury Professional (CTP), Purchasing Card Professional (CPCP), and Certified Exit Planning Advisor (CEPA). As a Treasury Consultant, she has consulted on cash management best practices to hundreds of businesses, start-ups to Fortune 100, as well as government agencies. She is also an experienced entrepreneur, real estate investor and Fund Manager.

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