Nick Crowley Email & Phone Number
Regional Director - Greater New England @ Fidelity Investments
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Nick Crowley Location
- United States
Nick Crowley Work
- 2024 -now Regional Director - Greater New England @
- 2021 -2024 Regional Director - Southern California @
- 2018 -2021 Managing Regional Director, Advisory Development Unit @
- 2018 -2018 Distribution Consultant @
- 2016 -2018 Distribution Specialist @
- 2014 -2016 Investment Consultant @
- 2012 -2014 Associate @ Financial Compass Group, LLC
- 2011 -2012 Investment Consultant @ Euro Pacific Capital
Nick Crowley Education
- University of Massachusetts Amherst
(Legal Studies)
Nick Crowley Skills
- Financial Services
- Portfolio Management
- Investment Advisory Services
- Financial Advisory
- Business Development
- Investment Advisory
- Investment Management
- Wealth Management
- HNW
- Wholesaler
- Sales
- Investments
- Equities
- Asset Management
- Investment Strategies
- Asset Managment
- Alternative Investments
- Fixed Income
- Securities
- Pension Plans
- 401(k)
- Mutual Funds
- Finance
- PowerPoint
- Microsoft Office
- Microsoft Word
- Customer Service
- Uniform Combined State Law
- Series 66
- Series 7
- LPL BranchNet
- Morningstar Advisor Workstation
- eMoney
Nick Crowley Summary
- Nick Crowley, based in United States, is currently a Regional Director - Greater New England at Fidelity Investments. Nick Crowley brings experience from previous roles at Fidelity Investments and Natixis Investment Managers. Nick Crowley holds a University of Massachusetts Amherst. With a robust skill set that includes Financial Services, Portfolio Management, Investment Advisory Services, Financial Advisory, Business Development and more. Nick Crowley has 7 emails and 2 mobile phone numbers on RocketReach.
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