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Key achievements:
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Strong background in international business and knowledge of global markets
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Private wealth management sales professional with experience helping business owners
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Adept in providing value added solutions, strategic business decisions and due diligence
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Nicolas has several years of experience working in the financial services industry. He began his career at Morgan Stanley as a financial advisor in Bethesda, Maryland. Nicolas directed the marketing, business development and strategy for a wealth management team with $200 million in assets under management while providing investment strategies for high net worth clients. He also has experience as a management consultant in China and the United Kingdom on various projects.
Nicolas holds the Series 7, Series 66, Series 31 security licenses, and state life & health insurance license. Nicolas earned his master's degree in business administration at the European Business School London while completing additional coursework at City University of Hong Kong. He earned his bachelor's of science in business administration from American University in Washington, D.C. and completed additional coursework at CERAM European School of Management in Sophia Antipolis, France and the College of International Studies in Madrid, Spain.
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