Resumes
Resumes
Regional Director
View pageLocation:
P/O Box 143331, Irving, TX
Industry:
Financial Services
Work:
Dimensional Fund Advisors
Regional Director
Vanguard Dec 2014 - Sep 2016
Relationship Manager
Vanguard Dec 2010 - Dec 2014
Key Accounts
Vanguard Oct 2008 - Dec 2010
Senior Internal Sales Executive
Vanguard Aug 2006 - Oct 2008
Quantitative Equity Group - Investment Analyst
Regional Director
Vanguard Dec 2014 - Sep 2016
Relationship Manager
Vanguard Dec 2010 - Dec 2014
Key Accounts
Vanguard Oct 2008 - Dec 2010
Senior Internal Sales Executive
Vanguard Aug 2006 - Oct 2008
Quantitative Equity Group - Investment Analyst
Education:
Saint Joseph's University 2016
Master of Business Administration, Masters Saint Joseph's University 1999 - 2003
Bachelors, Bachelor of Arts, Finance
Master of Business Administration, Masters Saint Joseph's University 1999 - 2003
Bachelors, Bachelor of Arts, Finance
Skills:
Investments
Series 63
Mutual Funds
Series 7
Securities
Equities
Etfs
Asset Allocation
Financial Services
Alternative Investments
Investment Strategies
Wealth Management
Finance
Series 6
Financial Advisory
Relationship Management
Financial Markets
Wealth Management Services
Retirement Planning
Investment Management
Retirement
Investment Advisory
Series 63
Mutual Funds
Series 7
Securities
Equities
Etfs
Asset Allocation
Financial Services
Alternative Investments
Investment Strategies
Wealth Management
Finance
Series 6
Financial Advisory
Relationship Management
Financial Markets
Wealth Management Services
Retirement Planning
Investment Management
Retirement
Investment Advisory
Nicholas Puleo
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