Financial Consultant@ Fidelity Investments
Piscataway, New Jersey, United States
Nicholas Souksay
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FlashIntel GPTNicholas Souksay is a highly skilled professional with 7.9 years of experience in various areas such as Microsoft Office, customer service, management, and strategic planning. He has worked as a Financial Consultant at Fidelity Investments and Merrill Edge, gaining expertise in financial services and consulting. Nicholas has also served as a Financial Solutions Advisor at Merrill Edge. With a strong background in sales and project management, he is a valuable asset in the industry. Nicholas is currently based in Piscataway, New Jersey.
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Emails and Phone Numbers
About
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Work Experience
Financial Consultant
Financial Services
Nicholas Souksay's Professional Milestones
- Financial Solutions Consultant (2015-12-01~2017-05-01): Provided strategic financial guidance for clients, maximizing their financial futures and driving sustainable growth.
- Financial Solutions Advisor (2017-05-01~): Driving successful business decisions by providing strategic advice and sourcing expertise to clients.
Education
Business Administration,
Business,
Bachelors
2010-2014Skill
Microsoft Office
Customer Service
Management
Microsoft Excel
Powerpoint
Strategic Planning
Leadership
Sales
Microsoft Word
Project Management
Marketing
Visual Basic
Events Coordination
Microsoft Powerpoint
Investment Advisory
Financial Advisory
Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Melissa Richardson CSPO, CSM, CSP, RSaSP
Product Owner | Software Development Financial Services Business Systems Analysis Relationship Management
Hailey Sharp
Owner
Other Named Nicholas Souksay
Frequently asked questions
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We found 1 Nicholas Souksay's phone numbers
Nicholas Souksay's social media include: Linkedin,
Nicholas Souksay works for Fidelity Investments
Nicholas Souksay's role in Fidelity Investments is Financial Consultant
Nicholas Souksay works in the industry of Financial Services
Nicholas Souksay's colleagues are John Grdina,Steve Boyd,Laurie Jacques
Nicholas Souksay's latest job experience is Financial Consultant at Fidelity Investments
Nicholas Souksay's latest education in Rider University
