Portfolio Management

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NICK S. AGLIATO, CFP

*** *. **** **., *******, *********@*****.***

FINANCIAL SERVICES

Portfolio Management, Client Services, Financial Planning

Highly accomplished and results-driven Financial Planner with over 20 years of successful financial services leadership experience. Leverages finely-honed interpersonal and time management skills to successfully manage an account and increase market value achieving corporate goals and objectives. Energetic and goal-oriented with a genuine passion for investment strategy and a well-rounded background in supporting a progressive organization in optimizing performance and growth. Astute communicator and presenter adept at establishing rewarding relationships to benefit business development.