Nicolas Gravino

Senior Advisor - adviceDirect Premium at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Montreal, Quebec, Canada, CA
Languages
  • French Full professional proficiency
  • English Native or bilingual proficiency
Skills

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Bio

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Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Senior Advisor - adviceDirect Premium
      • Jan 2022 - Present

      - Manage a book of HNW & UHNW clients- Foster long lasting client relationships- Provide a wide range of Investment advice- Provide Buy/Sell recommendations- Study market & economic conditions- Work closely with Financial Planners- Work closely with Private Bankers- Work closely with Trust & Estate- Work closely with Insurance Advisors

    • Advisor - Digital Investing
      • Apr 2021 - Jan 2022

  • Manulife Securities
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Associate Investment Advisor
      • Apr 2020 - Mar 2021

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Client Experience Associate
      • Sep 2018 - Mar 2020

Education

  • Concordia University
    Bachelor of Commerce, Finance Major
    2017 - 2020
  • CEGEP - John Abbott College
    Business Administration
    2013 - 2017

Community

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