Nicholas Gudz
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Topline Score
Bio
Keith E. Gregg
Nick Gudz is about as good of a sales professional as you will ever find! He is incredibly creative and resourceful - Oh - did I mention fearless!? Highly recommend Nick.
Christopher Kemper
I would recommend Nick to any financial advisor looking at their current relationship with their broker/dealer. Nick worked with me for close to a year in researching, filtering and talking to broker/dealers that met my specific qualifications. I really don't think there are many people that would take the time and have the expertise to do that. Great work Nick and hope success continues to find you. cb
Keith E. Gregg
Nick Gudz is about as good of a sales professional as you will ever find! He is incredibly creative and resourceful - Oh - did I mention fearless!? Highly recommend Nick.
Christopher Kemper
I would recommend Nick to any financial advisor looking at their current relationship with their broker/dealer. Nick worked with me for close to a year in researching, filtering and talking to broker/dealers that met my specific qualifications. I really don't think there are many people that would take the time and have the expertise to do that. Great work Nick and hope success continues to find you. cb
Keith E. Gregg
Nick Gudz is about as good of a sales professional as you will ever find! He is incredibly creative and resourceful - Oh - did I mention fearless!? Highly recommend Nick.
Christopher Kemper
I would recommend Nick to any financial advisor looking at their current relationship with their broker/dealer. Nick worked with me for close to a year in researching, filtering and talking to broker/dealers that met my specific qualifications. I really don't think there are many people that would take the time and have the expertise to do that. Great work Nick and hope success continues to find you. cb
Keith E. Gregg
Nick Gudz is about as good of a sales professional as you will ever find! He is incredibly creative and resourceful - Oh - did I mention fearless!? Highly recommend Nick.
Christopher Kemper
I would recommend Nick to any financial advisor looking at their current relationship with their broker/dealer. Nick worked with me for close to a year in researching, filtering and talking to broker/dealers that met my specific qualifications. I really don't think there are many people that would take the time and have the expertise to do that. Great work Nick and hope success continues to find you. cb
Experience
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Succession Link
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United States
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Financial Services
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1 - 100 Employee
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Advisor
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May 2022 - Present
The industry's leading marketplace for connecting financial professionals with opportunities - buy, sell, merge, find succession. The industry's leading marketplace for connecting financial professionals with opportunities - buy, sell, merge, find succession.
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Presults
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United States
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Financial Services
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1 - 100 Employee
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Advisor
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Feb 2022 - Present
Automated Email Compliance and Archiving for Financial Advisors, RIAs, Broker Dealers and Asset Managers. Automated Email Compliance and Archiving for Financial Advisors, RIAs, Broker Dealers and Asset Managers.
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Wimple (Wealth made Simple)
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United States
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Financial Services
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Co-Founder
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Apr 2020 - Apr 2023
Professional Directory of Financial Advisors, Insurance Agents, and Tax Professionals. Professional Directory of Financial Advisors, Insurance Agents, and Tax Professionals.
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factorE
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United States
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Financial Services
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Partner | CMO
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Nov 2018 - Oct 2020
factorE is a portfolio analysis tool built to handle complex multi-asset portfolios with alternative strategies. Understand your risks and make informed changes with a single easy-to-use interface. factorE is a portfolio analysis tool built to handle complex multi-asset portfolios with alternative strategies. Understand your risks and make informed changes with a single easy-to-use interface.
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Succession Link
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United States
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Financial Services
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1 - 100 Employee
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Co-Founder | Chief Revenue Officer
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2013 - Jan 2019
We are the industry's leading marketplace for connecting financial professionals with their ideal opportunity. We give you the ability to buy, sell, or merge - and search for the best opportunities enhanced with our unique Compatibility Score technology. We are the industry's leading marketplace for connecting financial professionals with their ideal opportunity. We give you the ability to buy, sell, or merge - and search for the best opportunities enhanced with our unique Compatibility Score technology.
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Co-Founder | CMO
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Dec 2008 - Dec 2018
Financial Advisor and RIA Recruiting | M&A | Business Consulting Financial Advisor and RIA Recruiting | M&A | Business Consulting
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Absolute Capital Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Regional Vice President
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Jun 2008 - May 2009
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First Allied Securities, Inc.
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Financial Services
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100 - 200 Employee
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Business Development
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Nov 2007 - Jun 2008
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Dunham
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United States
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Investment Management
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1 - 100 Employee
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Internal Wholesaler
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Jun 2006 - Nov 2007
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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Prime Brokerage
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Jun 2003 - Apr 2006
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Education
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1998 - 2003
Northeastern University
BSBA, Finance -
Northeastern University
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Community
