Nicholas Banks
- Role
- Senior Wealth Advisor, Vice President at Citizens Private Wealth
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Wealth Advisor, Vice President
May 2022 — Present
Skills
- Wealth Management
- Asset Managment
- Securities
- Life & Health Insurance Licenses
- Equity Research
- Portfolio Management
- New Business Development
- Sales
- Cross Selling
- Equities
- Alternative Investments
- Investments
- Fixed Income
- Qualifying Prospects
- Hedge Funds
- Series 63
- Client Development
- Series 7
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