Nicholas Valos Email & Phone Number
Senior Wealth Advisor @ Empower Retirement
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Nicholas Valos Location
- Bakersfield, CA, US
Nicholas Valos Work
- 2022 -now Senior Wealth Advisor @
- 2016 -2022 Financial Solutions Advisor @
- 2015 -2016 Financial Advisor @
- 2012 -2015 Employee Benefits Advisor and Healthcare Reform Compliance @
- 2012 -2014 Assistant General Manager and Internship Coordinator @ Bakersfield Sound
Nicholas Valos Education
- University of Southern California - Marshall School of Business
Master of Business Administration - MBA
2017-2019 - University of California, Santa Barbara
Economics (Business/Managerial )
2007-2011 - University of California, Santa Barbara
Psychology (Social )
2007-2011
Nicholas Valos Skills
- Flexible Spending Accounts
- Liability
- Managed Care
- Management
- Health Insurance
- Social Media
- Employee Benefits
- Health Care Reform
- Medicare
- Health Savings Accounts
- Term Life Insurance
- Retirement
- Fixed Annuities
- Long Term Care Insurance
- COBRA
- PowerPoint
- Training
- Erisa Compliance
- Microsoft Word
- Microsoft Excel
- Life Insurance
- Small Business
- Insurance
- Property and Casualty Insurance
- Nonprofits
- Cafeteria Plans
- Commercial Insurance
- Retirement Planning
- Long Term Care
- Benefits Administration
- Investment Management
- Whole Life
- Sound
- Disability Insurance
- Accident
- Sports Management
- Customer Retention
- Workers Compensation
- Group Medical
- Sales
- Leadership
- Financial Advisory
- Public Speaking
- Economics
- Financial Planning
- Microsoft PowerPoint
- Business Development
- Investments
- Customer Relationship Management
- Wealth Management
- Business Administration
- Microsoft Office
- High Net Worth Individuals
- Investment Strategies
- Asset Management
- Customer Service
- Customer Engagement
- Project Management
Nicholas Valos Summary
- Nicholas Valos, based in Bakersfield, CA, US, is currently a Senior Wealth Advisor at Empower. Nicholas Valos brings experience from previous roles at Bank of America Merrill Lynch, Morgan Stanley, The Lynn Company and Bakersfield Sound. Nicholas Valos holds a 2017 - 2019 Master of Business Administration - MBA @ University of Southern California - Marshall School of Business. With a robust skill set that includes Flexible Spending Accounts, Liability, Managed Care, Management, Health Insurance and more. Nicholas Valos has 1 emails on RocketReach.
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