Since 2017, Nicolas Pinto has been working in Watts Capital based 4, 4. This person is a well-qualified Wealth Manager with over five years of work experience. According to Nicolas's CV and work profile, the professional has worked at more than five places with diverse backgrounds and gained various skills. Nicolas attended school at the St. Mary's College of Maryland from 2007 to 2011. This person has professional certification as Series 7 and Series 63 and this professional has studied Spanish. Nicolas Pinto can be found in New York, New York – where the professional currently lives. You can search for the professional's email address and phone number. We can also provide you detailed contact information upon request.
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Nicholas Pinto
Last updated Jun 10, 2024
Contact Information
Workplace
Colleagues
Work History
Wealth Manager
1460 Broadway, New York, NY 10036
Work alongside CEO, CIO and external product managers to manage client assets in alignment with their goals and objectives.
Create and provide data and reports to clients analyzing financi...
from Jul 2017
Senior Associate
270 Park Ave, New York, NY 10010
Provided coverage and support to four bankers covering the Southern Cone region of Latin America
Responsible for advising and maintaining client relationships for individuals with a net wo...
Aug 2015 — Apr 2017
Associate
270 Park Ave, New York, NY 10010
Main point of contact for clients in the Executive Wealth Management group of the Private Bank
Maintained and monitored client relationships with a net worth of $5 MM or more
Assisted wit...
Jan 2013 — Aug 2015
Account Coordinator, Client Services
28 west 25Th St, New York, NY 10010
Integral part of the Account Team with clients such as PepsiCo and Vonage.
Developed strong client-agency relationship catering to the client’s every need.
Actively involved in the creati...
Sep 2011 — Dec 2012
Education
2007 — 2011
2003 — 2007
2003 — 2007
Occupations
Executive
Assistant Vice President
Manager
Chief Executive Officer
Chief Information Officer
Managers
Accountant
Finance and Accounting Specialist
Scientist
Senior Associate
Vice President
Chief Executive
Operations Manager
Corporate Executive
Technology Director
Technical Managers
Accounting Bookkeeper
Bookkeeper
Supporting Member
Team Member
Skills
Logo Design
Strategy
Integrated Marketing
Advertising
Digital Marketing
Digital Strategy
Creative Strategy
Social Media
Digital Media
Public Relations
Social Media Marketing
Direct Marketing
Marketing Communications
Media Relations
Microsoft Office
Client Services
Financial Reporting
Financial Statement Analysis
Marketing