Nick d.

Nick d.

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Wellesley, United States

Investment Range

$0 - $100,000

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person
public United States

Professional background

Chief Investment Officer of Genesis Wealth Advisors, which designs and implements comprehensive wealth management strategies for individuals, their parents and children. President at Sunrise Business Development, a unique concept that leverages business networking and sales coaching. I have managed multi-billion dollar portfolios for individuals, mutual funds, pension funds and insurance companies, including global financial firms such as Fortis, Morley, and State Street Global Advisors.

Areas of Expertise

I have nearly two decades of professional money management experience.

Companies

No companies added yet

Interests

Industries

Education & Training

Education & Training

Medical & Sciences

Medical & Sciences

Hospitality, Restaurants & Bars

Hospitality, Restaurants & Bars

Entertainment & Leisure

Entertainment & Leisure

Personal Services

Personal Services

Transportation

Transportation

Agriculture

Agriculture

Software

Software

Property

Property

Energy & Natural Resources

Energy & Natural Resources

Media

Media

Business Services

Business Services

Manufacturing & Engineering

Manufacturing & Engineering

Products & Inventions

Products & Inventions

Retail

Retail

Sales & Marketing

Sales & Marketing

Fashion & Beauty

Fashion & Beauty

Technology

Technology

Food & Beverage

Food & Beverage

Finance

Finance

Stages

Pre-Startup/R&D MVP/Finished Product Achieving Sales Breaking Even Profitable Other

Sectors

No sectors entered yet

Location

South West Midwest North East South East West

Countries

United States

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