Nathan Nicholas Email & Phone Number
Director of Portfolio Management @ Pure Financial Advisors, LLC
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Nathan Nicholas Location
- San Diego, CA, US
Nathan Nicholas Work
- 2015 -now Director of Portfolio Management @
- 2015 -2015 Portfolio Manager @
- 2013 -2015 Senior Product Specialist, iRebal @
- 2011 -2013 Institutional Relationship Manager @
- 2008 -2011 Controller and Operations Manager @ Door Systems, Inc
- 2010 -2011 Outside Sales Representative @ Berkeley Capital Securities
- 2007 -2008 Real Estate Analyst @
Nathan Nicholas Education
- California State University-Long Beach - College of Business Administration
Bachelor of Science (BS) (Finance, Real Estate and Law)
2002-2006
Nathan Nicholas Skills
- Research
- Portfolio Management
- Customer Service
- Strategy
- Series 63
- Portfolio Optimization
- Cash Management
- Equity Valuation
- Axys
- Portfolio Assessment
- Corporate Tax Planning
- Business Relationship Management
- Financial Forecasting
- Physical Security
- Financial Modeling
- Model Portfolios
- Microsoft SQL Server
- Lease Negotiations
- Absorption Studies
- Government Contracting
- Direct Sales
- Oracle SQL Developer
- FINRA
- Java
- Business Valuation
- Microsoft Excel
- VBA
- Spring Batch
- JavaScript
- Financial Analysis
- Development Appraisals
- Feasibility Studies
- Quantitative Research
- Project Management
- Accounts Payable
- REIT
- Accounts Receivable
- Payroll
- Series 7
- Highest and Best Use
- Investment Management
- Access
Nathan Nicholas Summary
- Nathan Nicholas, based in San Diego, CA, US, is currently a Director of Portfolio Management at Pure Financial Advisors, LLC. Nathan Nicholas brings experience from previous roles at Pure Financial Advisors, LLC, TD Ameritrade Institutional and Door Systems, Inc. Nathan Nicholas holds a 2002 - 2006 Bachelor of Science (BS) in Finance, Real Estate and Law @ California State University-Long Beach - College of Business Administration. With a robust skill set that includes Research, Portfolio Management, Customer Service, Strategy, Series 63 and more. Nathan Nicholas has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Pure Financial Advisors, LLC Employees
Danielle Martin
Chief Compliance Officer
San Diego, CA, US
Joseph Anderson
President and CEO
San Diego, CA, US
Joe Schweiger
Senior Financial Advisor
San Diego, CA, US
Paul Miller
Chief Operations Officer
San Diego, CA, US
Dominic Knauf
Managing Partner
Minneapolis, MN, US
Amanda Cook
Director of Tax
San Diego, CA, US
Susan Brandeis
Chief Financial Planning Officer
San Diego, CA, US
Jason Peters
Head of Project Management Office
San Diego, CA, US
Chris Yaros
Senior Director of Operations
San Francisco, CA, US
Brian Perry
Executive Vice President and Chief Investment Officer
San Diego, CA, US
Brian Busta
Director Of Business Development
Carlsbad, CA, US
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