Nick Puleo Email & Phone Number
Vice President @ Dimensional Fund Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Nick Puleo Location
- Charlotte, NC, US
Nick Puleo Work
- 2021 -now Vice President @
- 2016 -2021 Regional Director @
- 2014 -2016 Relationship Manager @
- 2010 -2014 Key Accounts @
- 2008 -2010 Senior Internal Sales Executive @
- 2006 -2008 Quantitative Equity Group - Investment Analyst @
- 2004 -2006 Business Development @
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.
Looking for a different Nick Puleo?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co