Nicholas Pagliai

Private Wealth Analyst at Edgewater Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Joliet, US

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Bio

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Experience

  • Edgewater Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Analyst
      • Oct 2020 - Present

      Seattle, Washington, United States

  • Klevens Capital Management, Inc.
    • Investment Operations Associate
      • Jan 2020 - Oct 2020

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Operations Manager
      • Jun 2019 - Dec 2019

      Seattle, Washington

  • Fifth Third Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Preferred Relationship Manager
      • Apr 2018 - May 2019

  • Merrill Edge
    • Financial Services
    • 700 & Above Employee
    • Financial Solutions Consultant
      • Jul 2017 - Apr 2018

  • Fifth Third Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Licensed Personal Banker
      • Aug 2016 - Jul 2017

    • Personal Banker II
      • Feb 2016 - Aug 2016

    • Personal Banker
      • Feb 2015 - Feb 2016

  • Johnson Financial Group
    • Banker
      • Sep 2013 - Feb 2015

  • State Farm
    • Insurance Producer
      • May 2013 - Sep 2013

Education

  • Northern Illinois University
    Bachelor of Science (B.S.), Finance, General
    2011 - 2013

Community

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