Nicholas Crosta
Senior Vice President-Senior Portfolio Manager
- Role
- Senior Vice President-senior Portfolio Manager at RBC Wealth Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Vice President-senior Portfolio Manager
Jan 2024 — Present
Education
The University of Texas at Austin
Business
2001 — 2003
Santa Clara University Leavey School of Business
Management
2003 — 2005
Santa Clara University Leavey School of Business
Management
2008 — 2009
Skills
- Series 7
- Asset Management
- Portfolio Management
- Leadership
- Securities
- Finance
- Financial Planning
- Management
- Wealth Management
- Investment Advisory
- Investments
- Financial Modeling
- Equities
- Financial Analysis
- Asset Managment
- Retirement Planning
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