Nicholas Pocceschi

Nicholas Pocceschi

Vice President - Financial Consultant
Doylestown, Pennsylvania, United States

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Work Experience

Charles Schwab

Vice President - Financial Consultant

2021-07-01 - Present

Merrill Lynch

Financial Advisor, Senior Portfolio Advisor

2017-08-01 - 2019-02-01

Morgan Stanley

Financial Advisor

2015-11-01 - 2017-07-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English