Nick Gerace Email & Phone Number

Advisory Services @ Opto Investments

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Nick Gerace Location

Philadelphia, PA, US

Nick Gerace Work

2022 - now Advisory Services @ Opto Investments
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2019 - 2022 Senior Vice President, Investments @ Dynasty Financial Partners
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2017 - 2019 Vice President, Investments @ Dynasty Financial Partners
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2015 - 2017 AVP, Wealth Product Specialist @ E-Logic Info Tech Ltd
2012 - 2015 TD Wealth, Senior Investment Associate @ E-Logic Info Tech Ltd

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Nick Gerace Education

Villanova University
Master of Business Administration (MBA)
2015 - 2017
Franklin & Marshall College
Business, Organizations and Societies (Finance, General)
2008 - 2012

Nick Gerace Skills

Securities License
Series 7
Series 66

Portfolio Management
Marketing
Microsoft Office
Finance
Financial Analysis
Project Management

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Nick Gerace Summary

Nick Gerace, based in Philadelphia, PA, US, is currently a Advisory Services at Opto Investments. Nick Gerace brings experience from previous roles at Dynasty Financial Partners and TD. Nick Gerace holds a 2015 - 2017 Master of Business Administration (MBA) @ Villanova University. With a robust skill set that includes Securities License, Series 7, Series 66, Portfolio Management, Marketing and more. Nick Gerace has 2 emails and 2 mobile phone numbers on RocketReach.

Nick Gerace Emails

Found 2 emails

Nick Gerace Phone Numbers

Found 5 phone numbers

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Top Opto Investments Employees

Jacob M.

Co-Founder at Opto Investments

Los Angeles, CA, US
1
- optoinvest.com
Eytan Schindelhaim

Head of Product at Opto Investments

New York, NY, US
2
- gmail.com
- optoinvest.com
2
- +1 415-789-XXXX
- +1 415-960-XXXX
Alexis Rieger

Head of Legal - Investment Management at Opto Investments

New York, NY, US
4
- gmail.com
- optoinvest.com
- alston.com
- kkwc.com
2
- +1 212-549-XXXX
- +1 917-952-XXXX
Zoheib Chatoor

Operations at Opto Investments

New York, NY, US
2
- yahoo.com
- gmail.com
4
- +1 813-451-XXXX
- +1 813-774-XXXX
- +1 813-289-XXXX
- +1 212-689-XXXX

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