Nicholas Durso Email & Phone Number
First Vice President - Financial Advisor and Portfolio Manager @ RBC Wealth Management
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Nicholas Durso Location
- Oakton, VA, US
Nicholas Durso Work
- 2023 -now First Vice President - Financial Advisor and Portfolio Manager @
- 2021 -2023 Director, Private Financial Advisor at Truist Investment Services, Inc. @
- 2019 -2021 Private Financial Advisor @
- 2016 -2019 First Vice President and Client Advisor Private Wealth Management @
- 2012 -2016 Relationship Manager @
- 2011 -2012 Financial Solutions Advisor @
- 2010 -2010 Investment Associate @
- 2010 -2010 Investment Counselor @
- 2005 -2009 Senior Licensed Banker @
Nicholas Durso Education
- Georgetown University
Executive Certificate (Financial Planning and Services)
- University of New Hampshire
Bachelor's degree (Business Administration and Management, General)
Nicholas Durso Skills
- Sales
- Public Speaking
- Credit
- Customer Service
- Consulting
- Market
- Sound
- Fixed Annuities
- Credit Cards
- Insurance
- Community
- Brokerage
- Net
- Market Research
- Finance
- Intermediary
- Investment Sales
- Business Administration
- Enduring
- Work Ethic
- Real Estate
- Regulatory Compliance
- Merrill Lynch
- Revenue
- Design
- Insurance Planning
- CRM
- Investment Management
- Series 63
- PowerPoint
- Compliance Support
- Results Oriented
- Portfolio Management
- Cross Selling
- Bridging
- Troubleshooting
- Business Services
- Boosting
- Asset Allocation
- Strategy
- Mass
- Strategies
- FINRA
- Microsoft Excel
- Affluent
- Training
- Concord
- Certified Financial Planner
- Subject Matter Expert
- NMLS
- Research
- Loans
- Analysis
- Financial Markets
- Auto
- Producing
- Business Partnering
- Banking Solutions
- Retail
- Business Acumen
- Virginia
- Applications
- Business Development
- Series 6
- Operational Activities
- Business Partner
- Marketing
- Small Business
- Responsibility
- Internal Audit
- Regulations
- Banking
- Sovereign
- Art
- Portfolio
- Branches
- Investments
- Credentials
- Operational Issues
- Financial Services
- Presentations to Clients
- Compliance
- Equities
- Mutual Funds
- Underwriting
- Microsoft Word
- Stocks
- Asset
- Fairfax
- Problem Solving
- Series 65
- Series 7
- .NET
Nicholas Durso Summary
- Nicholas Durso, based in Oakton, VA, US, is currently a First Vice President - Financial Advisor and Portfolio Manager at RBC Wealth Management. Nicholas Durso brings experience from previous roles at Truist Wealth, SunTrust Investment Services, Inc. and PNC. Nicholas Durso holds a Executive Certificate in Financial Planning and Services @ Georgetown University. With a robust skill set that includes Sales, Public Speaking, Credit, Customer Service, Consulting and more. Nicholas Durso has 2 emails and 2 mobile phone numbers on RocketReach.
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