Aneqa (Nikki) joined Saadia and Iftikhar Ahmed's financial advisory practice as a summer intern/Client Experience Coordinator in June 2018. She is currently a senior at San Jose State University and is working towards her bachelors in Finance. While she is going to school, she is continuing her role in a part time capacity with the team.
Nikki is responsible for helping both Saadia and Iftikhar with client accounts paperwork, follow ups, and organizing various team and client events. She has also taken a key role in deploying and regularly updating a new CRM system to improve overall client experience as well as enable team collaboration and workflow improvements.
Nikki enjoys traveling with friends, volunteering, and spending time with her family. When she needs a break from studying, she is found working out in the gym.
Aneqa is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. The Assistant is authorized to assist Financial Advisors with approved activities. The Assistant is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of their Financial Advisor, in addition the Assistant is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced. 08/18