Nicholas O.
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Nicholas O. Email & Phone Number

Senior Investment Analyst at Exponent Wealth, LLC
Location: San Francisco, California, United States 11 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Senior Investment Analyst
Location
San Francisco, California, United States
Company size

Who is Nicholas O.? Overview

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Quick answer

Nicholas O. is listed as Senior Investment Analyst at Exponent Wealth, LLC, a with 4 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Nicholas O..

Nicholas O. previously worked as Analyst at Iconiq Capital and Investment & Planning Specialist at Everspire. Nicholas O. holds Bachelor'S Degree, Russian from Brigham Young University.

Company email context

Email format at Exponent Wealth, LLC

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Exponent Wealth, LLC

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Profile bio

About Nicholas O.

Nicholas O. is a Senior Investment Analyst at Exponent Wealth, LLC. They is proficient in Russian.

Current workplace

Nicholas O.'s current company

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Exponent Wealth, LLC
Exponent Wealth, Llc
Senior Investment Analyst
Salt Lake City, UT, US
Employees
4
AeroLeads page
11 roles

Nicholas O. work experience

A career timeline built from the work history available for this profile.

Investment & Planning Specialist

Midvale, Utah, United States

Aug 2023 - Jun 2024

Equity Analyst

Provo, Utah, United States

$4m AUM - Student long/short fund

Sep 2023 - Apr 2024

Summer Associate

San Francisco, California, United States

Jun 2023 - Aug 2023

Equity Research Analyst

Provo, Utah, United States

- Coverage of TMT & Consumer Staples

Aug 2022 - Aug 2023

Paraplanner

Midvale, Utah, United States

Jun 2022 - Jun 2023

Wealth Management Intern

Midvale, Utah, United States

Jan 2022 - Jun 2022
3 education records

Nicholas O. education

Bachelor'S Degree, Russian

Activities and Societies: BYU Finance Society and Asset & Wealth Management Club

FAQ

Frequently asked questions about Nicholas O.

Quick answers generated from the profile data available on this page.

What company does Nicholas O. work for?

Nicholas O. works for Exponent Wealth, LLC.

What is Nicholas O.'s role at Exponent Wealth, LLC?

Nicholas O. is listed as Senior Investment Analyst at Exponent Wealth, LLC.

Where is Nicholas O. based?

Nicholas O. is based in San Francisco, California, United States while working with Exponent Wealth, LLC.

What companies has Nicholas O. worked for?

Nicholas O. has worked for Exponent Wealth, Llc, Iconiq Capital, Everspire, Byu Silver Fund, and Seven Canyons Advisors.

How can I contact Nicholas O.?

You can use AeroLeads to view verified contact signals for Nicholas O. at Exponent Wealth, LLC, including work email, phone, and LinkedIn data when available.

What schools did Nicholas O. attend?

Nicholas O. holds Bachelor'S Degree, Russian from Brigham Young University.

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