Project Management Development Financial Advisor@ Merrill Lynch
Sacramento, California, United States
Nicholas Colonna
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William Jessup University
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Tell me more about Nicholas Colonna?
FlashIntel GPTNicholas Colonna is an experienced financial advisor with 8.9 years of work experience. He possesses a wide range of skills including PowerPoint, social media, retirement planning, financial planning, and customer satisfaction. Based in Sacramento, California, Nicholas is dedicated to providing exceptional care and attention to his clients. He is known for his ability to communicate effectively and strengthen trust with his team. With a strong background in general management and other departments at Merrill Lynch, Nicholas is a valuable asset to any organization.
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About
The value I bring to a client begins with the undivided care and attention I dedicate to people and is complimented by my connection to Merrill Lynch. My sincere interest in seeing clients prosper through proper planning and proactive investing requires the reputation and resources of this established and respected firm. My ability to communicate with people is also a key value. I understand that keeping the lines of communication open, in times both volatile and calm, will reinforce the client’s trust in our team, helping to keep their anxiety in check during uncertain economic events.
...See MoreWork Experience
Financial Advisor
Project Management Development Financial Advisor
Financial Services
Nicholas Colonna's Professional Milestones
- Project Management Development Financial Advisor (2014-11-01~): Delivered strategic plans and tailored financial solutions, resulting in increased client satisfaction and business growth.
- Financial Advisor (2014-11-01~): Provided expert financial guidance, helping clients optimize their financial lives and achieve their financial goals.
Education
Counseling Psychology,
Bachelors,
Bachelor Of Arts
2009-2010Skill
Powerpoint
Social Media
Retirement Planning
Financial Planning
Customer Satisfaction
Rock Climbing
Investment Advisory
Microsoft Word
Investment Strategies
Welding
Crisis Management
Administration
Surfing
Sailing
Teamwork
Research
Film Photography
Downhill Skiing
Counseling
Cycling
Mountain Biking
Mediation
Certification
Colleagues
Patrick Jarin
Business Owner | Financial Advisor
Christine Thibault
Small Business Owner
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Shiny Jacob
Digital Product Owner
Alan Shimizu
Owner
Other Named Nicholas Colonna
Frequently asked questions
We found 1 Nicholas Colonna's email addresses
We found 2 Nicholas Colonna's phone numbers
Nicholas Colonna's social media include: Linkedin,
Nicholas Colonna works for Merrill Lynch
Nicholas Colonna's role in Merrill Lynch is Project Management Development Financial Advisor
Nicholas Colonna works in the industry of Financial Services
Nicholas Colonna's colleagues are Patrick Jarin,Christine Thibault,Robert Alton
Nicholas Colonna's latest job experience is Project Management Development Financial Advisor at Merrill Lynch
Nicholas Colonna's latest education in William Jessup University
