Nicholas Wallis Email & Phone Number
Partner - Technology Platform @ &Partners
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Nicholas Wallis Location
- Arnold, MO, US
Nicholas Wallis Work
- Partner - Technology Platform @ (December 2024 - Present)
- Team Lead - ITTA @ (September 2023 - December 2024)
- Senior Manager, Technical and Product Delivery @ (April 2022 - September 2023)
- Lead Product Owner @ (June 2019 - June 2022)
- Vice President, Manager - Portfolio Applications - Innovation and Strategy @ (August 2016 - June 2019)
- AVP- Business Analyst - Innovation and Strategy @ (December 2012 - July 2016)
- Officer - Sales Advisory Consultant @ (April 2010 - December 2012)
- Sr. Operations Support Associate @ (December 2008 - April 2010)
- Financial Representative @ (August 2006 - July 2008)
Nicholas Wallis Education
- Webster University
Master of Arts (M.A.) (Information Technology Management)
2012-2015 - University of Missouri-Columbia
Bachelor of Science (BS) (Finance and Banking)
1997-2001
Nicholas Wallis Skills
- Series 6
- Series 63
- Series 7
- Financial Services
- Business Analysis
- Risk Management
- Investments
- Retirement Planning
- Financial Analysis
- Mutual Funds
- Securities
- Asset Allocation
- Finance
- Wealth Management
- Banking
- Portfolio Management
- Retirement
- Financial Planning
- Insurance
- Project Management
- Microsoft Office
- Process Improvement
- Strategic Planning
- Business Development
- Strategy
- Real Estate
- Customer Service
- Management
- Agile and Waterfall Methodologies
- Data Analysis
- Leadership
- Vendor Management
Nicholas Wallis Summary
- Nicholas Wallis, based in Arnold, MO, US, is currently a Partner - Technology Platform at &Partners. Nicholas Wallis brings experience from previous roles at World Wide Technology and Wells Fargo Advisors. Nicholas Wallis holds a 2012 - 2015 Master of Arts (M.A.) in Information Technology Management @ Webster University. With a robust skill set that includes Series 6, Series 63, Series 7, Financial Services, Business Analysis and more. Nicholas Wallis has 2 emails and 2 mobile phone numbers on RocketReach.
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