Nick Buckley Email & Phone Number
Associate Portfolio Manager @ Coldstream Wealth Management
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Nick Buckley Location
- Portland, OR, US
Nick Buckley Work
- Associate Portfolio Manager @ (January 2025 - Present)
- ISG Analyst @ (July 2024 - January 2025)
- Research Analyst II @ (January 2023 - July 2024)
- Investment Analyst @ (February 2020 - November 2022)
- Business Model and Valuation Consultant @ Independent Consultant (November 2018 - February 2020)
- Market Research Consultant @ (August 2019 - December 2019)
- Corporate Development Manager ETW via PRO Unlimited @ (May 2017 - December 2019)
- Finance Contractor and CFA Level II Candidate @ (October 2016 - March 2017)
- Valuations Associate @ (September 2015 - October 2016)
- Assurance Associate @ (September 2013 - August 2015)
- Assurance Associate @ (August 2012 - August 2015)
- Tennis Instructor @ Eagle Fustar Tennis Development; Menlo Circus Club (June 2010 - June 2013)
- Assurance Intern @ (June 2012 - August 2012)
- Accounting Intern @ (June 2011 - August 2011)
Nick Buckley Education
- Santa Clara University Leavey School of Business
Bachelor of Science (BS) (Accounting)
2009-2013 - FIE: Foundation for International Education
(International Exchange Program - London)
2011-2011
Nick Buckley Skills
- Valuation
- Accounting
- Microsoft Excel
- Financial Modeling
- Auditing
- Financial Accounting
- Financial Analysis
- Market Research
- Finance
- Competitive Analysis
- Corporate Finance
- Due Diligence
- Project Management
- Business Development
- Business Analysis
- Microsoft Office
- Microsoft Word
- S&P Capital IQ
- Microsoft PowerPoint
- Bloomberg Terminal
- Public Speaking
- Teamwork
- Leadership
- Coaching
- Client Services
- Time Management
- Problem Solving
- eVestment
- Morningstar
- Financial Statement Analysis
- Lean Startup
- Early-stage Startups
- Market Sizing
- Entrepreneurial Organizations
- Incubators
- Industry Research
- Competitive Landscape
- Equity Valuation
- Fundamental Analysis
- Client Relationships Strengthening
- Model Validation
- Scenario Analysis
- Option Valuation
- Business Modeling
- Business Model Innovation
- Company Valuation
- Innovation Strategy
- Corporate Sustainability
Nick Buckley Summary
- Nick Buckley, based in Portland, OR, US, is currently a Associate Portfolio Manager at Coldstream. Nick Buckley brings experience from previous roles at Coldstream, Arnerich Massena, Inc, Meketa Investment Group and Independent Consultant. Nick Buckley holds a 2009 - 2013 Bachelor of Science (BS) in Accounting @ Santa Clara University Leavey School of Business. With a robust skill set that includes Valuation, Accounting, Microsoft Excel, Financial Modeling, Auditing and more. Nick Buckley has 3 emails and 1 mobile phone numbers on RocketReach.
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