Nick Puleo Email & Phone Number
Vice President @ Dimensional Fund Advisors
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Nick Puleo Location
- Charlotte, NC, US
Nick Puleo Work
- Vice President @ (January 2021 - Present)
- Regional Director @ (September 2016 - January 2021)
- Relationship Manager @ (December 2014 - September 2016)
- Key Accounts @ (December 2010 - December 2014)
- Senior Internal Sales Executive @ (October 2008 - December 2010)
- Quantitative Equity Group - Investment Analyst @ (August 2006 - October 2008)
- Business Development @ (March 2004 - August 2006)
Nick Puleo Education
- Saint Joseph's University
BA (Finance)
1999-2003 - Saint Joseph's University
Master of Business Administration (MBA)
Nick Puleo Skills
- Series 7
- Series 63
- Mutual Funds
- ETFs
- Investments
- Asset Allocation
- Investment Strategies
- Wealth Management
- Financial Services
- Relationship Management
- Financial Markets
- Financial Advisory
- Wealth Management Services
- Securities
- Finance
- Series 6
- Alternative Investments
- Equities
- Retirement Planning
- Investment Management
- Retirement
- Investment Advisory
Nick Puleo Summary
- Nick Puleo, based in Charlotte, NC, US, is currently a Vice President at Dimensional Fund Advisors. Nick Puleo brings experience from previous roles at Dimensional Fund Advisors and Vanguard. Nick Puleo holds a 1999 - 2003 BA in Finance @ Saint Joseph's University. With a robust skill set that includes Series 7, Series 63, Mutual Funds, ETFs, Investments and more. Nick Puleo has 3 emails and 1 mobile phone numbers on RocketReach.
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