Nick Burke Email & Phone Number
Private Wealth Manager @ Heirloom Wealth Management
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Nick Burke Location
- Denver, CO, US
Nick Burke Work
- Private Wealth Manager @ (May 2019 - Present)
- Regional Vice President @ (September 2003 - May 2019)
Nick Burke Education
- UCLA Anderson School of Management
(WisdomTree Behavioral Sciences Executive Education Program)
2019-2019 - University of Colorado Boulder - Leeds School of Business
Bachelor's degree (Finance)
1999-2003 - The University of Chicago Booth School of Business
Chicago Booth CIMA® Program
2018 - FI360
AFI
2016
Nick Burke Skills
- Mutual Funds
- Retirement Planning
- 401k
- Alternative Investments
- Asset Allocation
- Finance
- Financial Services
- Fixed Annuities
- Investments
- Relationship Management
- Retirement
- Series 6
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Management
Nick Burke Summary
- Nick Burke, based in Denver, CO, US, is currently a Private Wealth Manager at Heirloom Wealth Management. Nick Burke brings experience from previous roles at Jackson. Nick Burke holds a 2019 - 2019 UCLA Anderson School of Management. With a robust skill set that includes Mutual Funds, Retirement Planning, 401k, Alternative Investments, Asset Allocation and more. Nick Burke has 2 emails and 3 mobile phone numbers on RocketReach.
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