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Nick Dulleck

Nick Dulleck

Financial Advisor

Followers of Nick Dulleck444 followers
location of Nick DulleckGreater Sacramento

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  • Timeline

  • About me

    Sr. Portfolio Manager and Investment Strategist at Evans Financial and Northwestern Mutual

  • Education

    • Santa Clara University

      2002 - 2006
      Business Management Business Management

      Activities and Societies: SCU Emerging Leaders Program

  • Experience

    • Miceli Financial Partners and MassMutual

      Jul 2006 - Jun 2008
      Financial Advisor

    • Niemann Capital Management

      Sept 2008 - Sept 2011
      Client Manager

    • Loring Ward

      Oct 2011 - Sept 2019

      • Trading Specialist

        Aug 2016 - Sept 2019

      • Cash Management Specialist, Advisor Services

        Oct 2011 - Jul 2016

    • Evans Financial and Northwestern Mutual

      Jan 2020 - now
      Sr. Portfolio Manager and Investment Strategist

  • Licenses & Certifications

    • Series 63

      Financial Industry Regulatory Authority (FINRA)

    • Series 7

      Financial Industry Regulatory Authority (FINRA)