Barry Nicholson Email & Phone Number
Business Development Officer @ Charles Schwab
5 free lookup(s).
Barry Nicholson Location
- Newport Beach, CA, US
Barry Nicholson Work
- 2011 - now Business Development Officer @
- 2008 - 2011 Vice President @
- 2006 - 2008 Associate Director @ Bear Stearns/JP Morgan, Global Clearing Services
- 2002 - 2006 Vice President, Sales @
- 1999 - 2001 Vice President @ ePlanning Securities/ePlanning Advisors
- 1996 - 1999 Operations Manager @ Robertson Stephens Investment Management
Barry Nicholson Education
- University of Oregon
- The University of Kansas
Barry Nicholson Skills
- Series 7
- Investments
- Series 63
- Wealth Management
- Alternative Investments
- Mutual Funds
- Securities
- Investment Strategies
- Investment Advisory
- Portfolio Management
- Series 24
- Equities
- Asset Managment
- Development
- Business Development
- Services
- Financial Services
Barry Nicholson Summary
- Barry Nicholson, based in Newport Beach, CA, US, is currently a Business Development Officer at Charles Schwab. Barry Nicholson brings experience from previous roles at Pershing Advisor Solutions, an affiliate of BNY Mellon, Bear Stearns/JP Morgan, Global Clearing Services, TD Ameritrade Institutional and ePlanning Securities/ePlanning Advisors. Barry Nicholson holds a University of Oregon. With a robust skill set that includes Series 7, Investments, Series 63, Wealth Management, Alternative Investments and more. Barry Nicholson has 3 emails and 1 mobile phone numbers on RocketReach.
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