Nicholas Vose Email & Phone Number
Senior Client Service Associate @ CONCORDIA WEALTH MANAGEMENT, LLC
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Nicholas Vose Location
- Medford, MA, US
Nicholas Vose Work
- Senior Client Service Associate @ (March 2025 - Present)
- Order Fulfillment Supervisor @ (May 2023 - March 2025)
- Order Fulfillment Specialist @ (January 2023 - May 2023)
- Provisioning Operations Specialist @ (February 2020 - January 2023)
- Tech and Product Support @ (June 2018 - February 2020)
- Senior Client Reporting Associate @ (November 2014 - June 2018)
- Institutional Client Reporting Associate @ (June 2012 - November 2014)
- Trade Settlement Specialist @ (April 2010 - June 2012)
- Sales Assistant @ (May 2008 - April 2010)
Nicholas Vose Skills
- Mutual Funds
- Customer Service
- Microsoft Office
- Bloomberg
- Series 6
- Fixed Income
- Asset Management
- Investments
- Microsoft Excel
- Asset Allocation
- Financial Analysis
- Acts
- Supplies
- Consulting
- Europe
- Printing
- Prospects
- Books
- Shipping
- Territories
- Sales
- Slides
- Australia
- Separately Managed Accounts
- Legal
- Management
- Loading
- Maintenance And Repair
- New Account
- North America
- CRM
- Allocations
- SharePoint
- Accounting
- Bonds
- Settlement
- Day Trading
- System
- Crystal Reports
- Asia
- Reports
- Toshiba
- Inventory
- Snapshot
- Terminations
- Reporting Tool
- Training
- Characteristics
- Printers
- Reporting
- Couriers
- Month End
- Client Services
- Bank Reconciliation
- Institutions
- Array
- Business Intelligence
- Distribution Center Operations
- Golang
- Dashboard
- Brokers
- Responsibility
- Distribution
- Conflicts
- Apl
- History
- Moves
- Affiliates
- Spreadsheets
- Financial Services
- Compliance
- Wealth Management
- Investment Strategies
- Stocks
- Asset
- Onboarding
- Platforms
- Trading System
- Invoicing
- Financial Transactions
- Trading
- Delivery
- Traders
- Coordinated
- Coordinate
- Databases
- Finance
- Portfolio Management
- PowerPoint
Nicholas Vose Summary
- Nicholas Vose, based in Medford, MA, US, is currently a Senior Client Service Associate at CONCORDIA WEALTH MANAGEMENT, LLC. Nicholas Vose brings experience from previous roles at AMETEK and Curriculum Associates. With a robust skill set that includes Mutual Funds, Customer Service, Microsoft Office, Bloomberg, Series 6 and more. Nicholas Vose has 1 emails and 1 mobile phone numbers on RocketReach.
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