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Nick Fullerton Location
Danville, CA, US
Nick Fullerton Work
Principal @ (May 2009 - Present)
Co-Founder and President @ SportsETFs, LLC (January 2017 - November 2019)
Board Member @ St Isidore School Foundation (Endowment) (March 2014 - November 2019)
Sales @ (October 2005 - September 2010)
Director of Sales @ (May 2002 - October 2005)
Sales @ (January 2000 - January 2002)
Financial Analyst @ (January 1997 - January 1999)
Nick Fullerton Education
Boston Institute of Finance
CFP® Educational Requirements
2006-2007
Stanford University
BA
1993-1997
Nick Fullerton Skills
Investment Advisory
Asset Allocation
Retirement Planning
Retirement Income Strategies
Financial Software
Financial Planning
Wealth Management
Strategic Financial Planning
Retirement
Investments
Sales
Accounting Applications
Finance
Business Development
Asset Management
Financial Advisory
Management
Insurance
Banking
Portfolio Management
Financial Services
Securities
Planning
Web Development
Business Analysis
Sales Management
Microsoft Office
Financial Analysis
Startups
Business Strategy
Front End Development
Funding
Asp.Net Development
User Interface And Technical Specs
Nick Fullerton Summary
Nick Fullerton, based in Danville, CA, US, is currently a Principal at Fullerton Advisors. Nick Fullerton brings experience from previous roles at SportsETFs, LLC, St Isidore School Foundation (Endowment), ASI Investments and Qwikker (Formerly WideRay). Nick Fullerton holds a 2006 - 2007 CFP® Educational Requirements @ Boston Institute of Finance. With a robust skill set that includes Investment Advisory, Asset Allocation, Retirement Planning, Retirement Income Strategies, Financial Software and more. Nick Fullerton has 2 emails and 3 mobile phone numbers on RocketReach.
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