Years of experience: 10

Investor & VCFinancial AnalystAccountantCFOInvestment OfficerTrader

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Nicholas's Career Path
OwnerNov. 2024 -
Present
Colorado Springs, Colorado, United StatesI help business owners start, review, and maintain their books and records. I provide full-service accounting options for businesses including tax preparation. I do full financial analysis in forecasting, budgeting, creating KPI and building dashboards.
Merrill Financial Solutions AdvisorJun. 2023 -
Dec. 2024
Merrill LynchMerrill Financial Solutions Advisor
United States
Financial Solutions AdvisorAug. 2022 -
Jun. 2023
Bank of America Merrill LynchFinancial Solutions Advisor
Colorado Springs, Colorado, United States

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