Luke Nicholas Email & Phone Number
Director of Portfolio Management, Principal @ Allegiant Private Advisors
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Luke Nicholas Location
- Sarasota, FL, US
Luke Nicholas Work
- 2021 -now Director, Senior Wealth Advisor @
- 2013 -now Director of Portfolio Management, Principal @
- 2011 -2013 Financial Intern @
- 2012 -2012 Financial Intern @
Luke Nicholas Education
- University of Florida
Bachelor of Science (B.S.) (Finance)
2009-2013
Luke Nicholas Skills
- Microsoft Excel
- Microsoft Office
- Financial Modeling
- Financial Analysis
- Morningstar
- Microsoft Word
- PowerPoint
- Equities
- Time Management
- Customer Service
- Financial Statement Analysis
- Economics
- Equity Research
- Critical Thinking
- Investment Management
- Fixed Income Analysis
- Customer Relations
- Excel
- Pivot Tables
- Bloomberg Terminal
- Finance
Luke Nicholas Summary
- Luke Nicholas, based in Sarasota, FL, US, is currently a Director of Portfolio Management, Principal at Allegiant Private Advisors. Luke Nicholas brings experience from previous roles at Mariner Wealth Advisors, Koss Olinger Financial Group and Mediafly, Inc. (Mediafly.com). Luke Nicholas holds a 2009 - 2013 Bachelor of Science (B.S.) in Finance @ University of Florida. With a robust skill set that includes Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Morningstar and more. Luke Nicholas has 4 emails and 1 mobile phone numbers on RocketReach.
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