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 @
- 2019 -2022 Senior Vice President, Investments @
- 2017 -2019 Vice President, Investments @
- 2015 -2017 AVP, Wealth Product Specialist @
- 2012 -2015 TD Wealth, Senior Investment Associate @
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
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.
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