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Nick Young Cfa
Nick Young Cfa
Wealth Management Advisor, Vice President | Merrill Lynch
Connecticut, United States
Nick Young Cfa
Summary
Nick Young is a seasoned Wealth Management Advisor with a strong background in investment management and financial technology. Since 2006, he has honed his expertise in various aspects of wealth planning, including business succession and estate planning. A CFA charterholder, Nick combines analytical skills with a personal touch to guide high-net-worth clients through their financial journeys. His international experience spans major financial hubs like New York, London, and Hong Kong, enriching his perspective on global finance. Beyond his professional endeavors, Nick is deeply involved in community service, serving on boards and organizing family-focused events. He is also a passionate pilot and enjoys outdoor activities with his family. Nick's commitment to lifelong learning is evident in his educational credentials, including an MBA from Georgetown University. He believes in simplifying financial lives and fostering trust with his clients.
Nick Young Cfa
Work Experience
Wealth Management Advisor, Vice President at
Merrill Lynch
July 2018 - Present
Sales Director at
WeConvene
October 2016 - December 2017
VP, Product Management and Business Development at
InvestLab
June 2015 - May 2016
Alternative Investment Origination and Product Management at
Merrill Lynch
June 2011 - July 2014
Sales Representative at
Bloomberg News
June 2006 - June 2010
Nick Young Cfa
Education
Georgetown University - The McDonough School of Business, Masters Of Business Administration, Mba
January 2010 - January 2012
Connecticut College, Bachelor's Degree
January 2002 - January 2006
St. George's School, High School
January 1999 - January 2002
Frequently Asked Questions about Nick Young Cfa
What company does Nick Young Cfa work for?
Nick Young Cfa is a Wealth Management Advisor, Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.
Where Nick Young Cfa graduated from?
Nick Young Cfa holds a degree in from Georgetown University - The McDonough School of Business.
Who is Nick Young Cfa?
Nick Young is a seasoned Wealth Management Advisor with a strong background in investment management and financial technology. Since 2006, he has honed his expertise in various aspects of wealth planning, including business succession and estate planning. A CFA charterholder, Nick combines analytical skills with a personal touch to guide high-net-worth clients through their financial journeys. His international experience spans major financial hubs like New York, London, and Hong Kong, enriching his perspective on global finance. Beyond his professional endeavors, Nick is deeply involved in community service, serving on boards and organizing family-focused events. He is also a passionate pilot and enjoys outdoor activities with his family. Nick's commitment to lifelong learning is evident in his educational credentials, including an MBA from Georgetown University. He believes in simplifying financial lives and fostering trust with his clients.
Nick`s contact details
Colleagues
Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Managing Director
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Financial Advisor, Vice President
Financial Advisor, First Vice President
VP, Supervision Principal
Wealth Management Advisor, First Vice President-Wealth Management
Senior Financial Advisor, Vice President