Nicholas Dutter
SVP Legal Wealth Advisor
- Role
- Senior Vice President, Legal Wealth Advisor, Truist Wealth at Truist Wealth
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Nicholas Dutter
Specialties: Leadership, Business Development, Institutional Sales, Relationship…
Experience
Senior Vice President, Legal Wealth Advisor, Truist Wealth
Oct 2022 — Present
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Education
Worcester State University
BS, Economics
2005 — 2007
Suffolk University - Sawyer Business School
MS, Finance
2008 — 2009
Skills
- Valuation
- Leadership
- Institutional Sales
- Management
- Capital Markets
- Series 7
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Bonds
- Finance
- Community Outreach
- Financial Modeling
- Financial Analysis
- Portfolio Management
- Program Management
- Asset Managment
- Bloomberg
- Strategic Planning
- Due Diligence
- Hedge Funds
- Analytics
- Investments
- Long/Short Equity
- Analysis
- Alternative Investments
- Securities
- Public Speaking
- Fixed Income
- Strategy
- Asset Management
- Business Development
- Trading
- Financial Services
- Equities
- Relationship Management
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