Nicholas Simonetti Email & Phone Number
Senior Financial Advisor, Senior Vice President @ Merrill Lynch
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Nicholas Simonetti Location
- Naples, FL, US
Nicholas Simonetti Work
- 2009 -now Senior Financial Advisor, Senior Vice President @
Nicholas Simonetti Education
- Fordham University
Bachelor's Degree
2002-2006
Nicholas Simonetti Skills
- Alternative Investments
- Series 63
- Bonds
- Fixed Income
- Corporate Finance
- Retirement Planning
- Valuation
- Portfolio Management
- Financial Modeling
- Bloomberg
- Finance
- Asset Allocation
- Equities
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Financial Analysis
- Wealth
- Series 7
- Securities
- Hedge Funds
Nicholas Simonetti Summary
- Nicholas Simonetti, based in Naples, FL, US, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. Nicholas Simonetti holds a 2002 - 2006 Bachelor's Degree @ Fordham University. With a robust skill set that includes Alternative Investments, Series 63, Bonds, Fixed Income, Corporate Finance and more. Nicholas Simonetti has 2 emails and 2 mobile phone numbers on RocketReach.
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