Corporate Services Financial Consultant @ (October 2016 - October 2017)
Regional Sales Director @ (September 2015 - October 2016)
Alternative Investment Specialist @ HD Vest Financial Services (September 2011 - September 2015)
Consultant @ (August 2011 - September 2015)
Internal Sales Director @ (June 2009 - August 2011)
Associate Vice President @ (August 2008 - June 2009)
Area Manager @ Countrywide (January 2005 - November 2007)
Lease Associate @ (January 2002 - January 2005)
Nick Curcio Education
University of Oklahoma - Price College of Business
BBA (Finance, General)
1997-2002
CFA Institute
Chartered Financial Analyst
Grapevine High School
Nick Curcio Skills
Management
PowerPoint
Research
Business Development
New Business Development
Finance
Strategy
Alternative Investments
Series 63
Financial Advisory
Retirement Planning
Valuation
Financial Planning
Portfolio Management
Investments
Mortgage Lending
Financial Services
Asset Managment
Wealth Management
Mutual Funds
Strategic Financial Planning
Investors
Real Estate
Asset Management
Financial Analysis
Strategic Financial
Due Diligence
Series 7
Securities
Property Management
Nick Curcio Summary
Nick Curcio, based in Chicago, IL, US, is currently a Senior Portfolio Manager at TIAA. Nick Curcio brings experience from previous roles at E*TRADE, HD Vest Financial Services and HD Vest. Nick Curcio holds a 1997 - 2002 BBA in Finance, General @ University of Oklahoma - Price College of Business. With a robust skill set that includes Management, PowerPoint, Research, Business Development, New Business Development and more. Nick Curcio has 2 emails and 1 mobile phone numbers on RocketReach.
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