Nick Degeorge
Vice President | Senior Financial Advisor | Seasoned Problem Solver
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Nick Degeorge
I truly believe that every day is a new opportunity to become a better version of…
Experience
Senior Financial Advisor, Vice President
Jun 2019 — Present
Retirement Income Planning•Social Security Strategy•Investment Portfolio Management•Education Planning•Mortgage & Refinancing•Wealth Management Banking•Specialized Lending Solutions•Commercial Lending•Insurance Solutions•Wealth Transfer Strategy•Concentrated Stock Positions•Executive Equity Awards*Banking, Financing and Lending Services are through Bank of America, N.A.(NMLS#18•••23)
Education
Embry-Riddle Aeronautical University
Bachelor's Degree
2005 — 2009
Palm Harbor University High School
High School
1999 — 2003
Skills
- Social Networking
- Bloomberg
- Financial Services
- Retention Strategies
- Capital Markets
- Portfolio Management
- Financial Advisory
- Risk Management
- Equity Trading
- Banking
- Series 7
- Financial Analysis
- Equity Research
- Business Development
- Microsoft Office
- Mutual Funds
- Management
- Trading
- Retirement Planning
- Investments
- Customer Service
- Customer Relationship Management (Crm)
- Business Growth Strategies
- Social Media Marketing
- Finance
- Investment Strategies
- Securities
- Analysis
- Asset Management
- Equities
- Wealth Management
- Sales
- Fixed Income
- Marketing
- Investment Advisory
- Start-Ups
- Marketing Strategy
- Retirement
- Asset Allocation
- Financial Modeling
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