Nick Wilson Email & Phone Number
Vice President @ CAPTRUST
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Nick Wilson Location
- Pittsburgh, PA, US
Nick Wilson Work
- 2021 -now Vice President @
- 2016 -2021 Financial Advisor @ PWA Wealth Management
- 2008 -2016 Retirement Plan Counselor @
- 2007 -2008 Insurance Sales Agent @
Nick Wilson Education
- University of Pittsburgh
BA (Economics)
2001-2006
Nick Wilson Skills
- Series 63
- Team Building
- Public Speaking
- Insurance
- Retirement Planning
- Account Management
- Sales
- Cold Calling
- Investments
- Series 6
- 401k
- Retirement Plan Consulting
- Series 66
- Umbrella Insurance
- Life Insurance
- Mutual Funds
- Direct Sales
- Microsoft Office
- Microsoft Excel
- Customer Service
- Series 7
Nick Wilson Summary
- Nick Wilson, based in Pittsburgh, PA, US, is currently a Vice President at CAPTRUST. Nick Wilson brings experience from previous roles at PWA Wealth Management, Empower Retirement and Liberty Mutual Insurance. Nick Wilson holds a 2001 - 2006 BA in Economics @ University of Pittsburgh. With a robust skill set that includes Series 63, Team Building, Public Speaking, Insurance, Retirement Planning and more. Nick Wilson has 2 emails and 1 mobile phone numbers on RocketReach.
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