Nico Ulloa Email & Phone Number
Senior Client Operations Associate @ Pleasant Street Wealth Advisors
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Nico Ulloa Location
- Stamford, CT, US
Nico Ulloa Work
- 2026 -now Senior Client Operations Associate @
- 2025 -now Associate - Alternative Solutions @
- 2023 -2025 Operations Specialist @
- 2023 -2025 Client Onboarding Specialist @
- 2021 -2023 Financial Advisor @
- 2020 -2021 Financial Representative @
Nico Ulloa Education
- Denison University
Bachelor's degree (Global Commerce Major and Spanish Minor with a concentration in Latin America Studies)
2017-2021 - Fairfield College Preparatory School
High School Diploma
2013-2017
Nico Ulloa Skills
- Customer Relationship Management (CRM)
- Time Management
- Spanish
- Management
- Commerce
- Bilingualism
- Money Management
- Finance
- Marketing
- Sports Marketing
- Sales
- Insurance
- Wealth Preservation
- Wealth Accumulation
- Financial Modeling
- Financial Services
- Financial Planning
Nico Ulloa Summary
- Nico Ulloa, based in Stamford, CT, US, is currently a Senior Client Operations Associate at Pleasant Street Wealth Advisors. Nico Ulloa brings experience from previous roles at iCapital, PAYARC and Northwestern Mutual. Nico Ulloa holds a 2017 - 2021 Bachelor's degree in Global Commerce Major and Spanish Minor with a concentration in Latin America Studies @ Denison University. With a robust skill set that includes Customer Relationship Management (CRM), Time Management, Spanish, Management, Commerce and more. Nico Ulloa has 5 emails and 3 mobile phone numbers on RocketReach.
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