Nicholas Quarles
Sales Operation Lead Analyst @Cigna Healthcare
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WORK HISTORY
Sales Operation Lead Analyst @Cigna Healthcare
EDUCATION
Creighton University's Heider College of Business
Bachelor of Science in Business Administration: Financial Planning and Services
ABOUT NICHOLAS QUARLES
Our team at Synergy Wealth Solutions thrives on providing insightful financial guidance, and, as a Financial Advisor, I contribute to this mission with a solid foundation in financial planning concepts from Creighton University\'s Heider College of Business. Utilizing my proficiency in income tax strategies and Microsoft Excel, I help to support our clients in navigating complex financial landscapes. As demonstrated by my Bloomberg Market Concepts certificate and FINRA Series 66 exam, my approach is rooted in comprehensive research and a deep understanding of regulatory frameworks. At Synergy Wealth Solutions, we prioritize personalized strategies that align with our clients\' goals. For licenses and disclosures:
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