Senior Wealth Strategy Associate
Current
Apr 2021 - Present
AeroLeads people directory · profile
Nick Jimenez Email & Phone Number
Senior Wealth Strategy Associate
at
Insigneo
1 work email found
@wellsfargoadvisors.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Strategy Associate
Location
Miami, Florida, United States
Company size
Who is Nick Jimenez? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nick Jimenez is listed as Senior Wealth Strategy Associate at Insigneo, a with 135 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Nick Jimenez.
Nick Jimenez previously worked as International Registered Client Associate at Wells Fargo Advisors and Client Associate at Randstad. Nick Jimenez holds Bachelor Of Business Administration (B.B.A.), Marketing And Management from Florida International University - College Of Business.
Company email context
Email format at Insigneo
This section adds company-level context without repeating Nick Jimenez's masked contact details.
{first}.{last}@wellsfargoadvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Nick Jimenez. Compare company email patterns before reaching out.
Profile bio
About Nick Jimenez
Articles circulated and/or general ideas I share on LinkedIn should not be construed as specific securities advice, investment advice for you or a business communication by me. If you would like specific investment advice, please contact your Investment Professional or Investment Advisor
Listed skills include Leadership, Sales, Teamwork, Marketing, and 12 others.
Current workplace
Nick Jimenez's current company
Company context helps verify the profile and gives searchers a useful next step.
Insigneo
5 roles · 17 years
Nick Jimenez work experience
A career timeline built from the work history available for this profile.
International Registered Client Associate
-Assist Financial Advisors by providing sales and servicing support -Reviewing documents for offshore structures, preparing all due diligence for accounts, and assist with the onboarding process with documents and account transfers-Build portfolio proposals that best utilize the customer’s investment strategy-Provide client support on day to day basis regarding maintenance, transfers, etc.
Jul 2017 - Apr 2021
Client Associate
Feb 2017 - Jul 2017
Assistant Account Manager
Mar 2013 - Feb 2017
Lead Gallery Assistant
Britto Central
• Installed new inventory replenishment system. Duties:• Managed original paintings, some featured at Louvre• Receiving and unpacking artwork• Installing and uninstalling various art work• Performing daily cycle counts of inventory• Receiving items in MAS 500• Safely and properly storing new items• Advising when counts are low• Inventory maintenance and organization• Installing lighting, positioning spotlights and changing bulbs as necessary• Keep track of daily sales transactions and originals sold• Work with managers to keep abreast of new products and services offered by the gallery and any changes inprice
2010 - 2012
~2 yrs
Team & coworkers
Colleagues at Insigneo
Other employees you can reach at insigneo.com. View company contacts for 135 employees →
MS
Martin Segui
Colleague at InsigneoBuenos Aires, Buenos Aires Province, Argentina
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GB
Gabriel Burghi Lambert
Colleague at InsigneoUruguay
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AH
Andrea Hebditch
Colleague at InsigneoMiami, Florida, United States
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WL
W Lopez, Cams
Colleague at InsigneoMiami, Florida, United States
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LH
Luis H. Navas
Colleague at InsigneoMiami, Florida, United States
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MA
Mara A. Brinker
Colleague at InsigneoMiami, Florida, United States
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DT
Daniel Toledo
Colleague at InsigneoUruguay
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JJ
Joanna Jaimes
Colleague at InsigneoGuaynabo, Puerto Rico
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AP
Andres Pineda
Colleague at InsigneoUnited States
View →
DM
Diego Molinari
Colleague at InsigneoMontevideo, Uruguay
View →
Martin Segui
Colleague at InsigneoBuenos Aires, Buenos Aires Province, Argentina
View →
GB
Gabriel Burghi Lambert
Colleague at InsigneoUruguay
View →
AH
Andrea Hebditch
Colleague at InsigneoMiami, Florida, United States
View →
WL
W Lopez, Cams
Colleague at InsigneoMiami, Florida, United States
View →
LH
Luis H. Navas
Colleague at InsigneoMiami, Florida, United States
View →
MA
Mara A. Brinker
Colleague at InsigneoMiami, Florida, United States
View →
DT
Daniel Toledo
Colleague at InsigneoUruguay
View →
JJ
Joanna Jaimes
Colleague at InsigneoGuaynabo, Puerto Rico
View →
AP
Andres Pineda
Colleague at InsigneoUnited States
View →
DM
Diego Molinari
Colleague at InsigneoMontevideo, Uruguay
View →
3 education records
Nick Jimenez education
Bachelor Of Business Administration (B.B.A.), Marketing And Management
Associate Of Arts (A.A.), Business Administration And Management, General
Business
Southwest Miami Senior Highschool
FAQ
Frequently asked questions about Nick Jimenez
Quick answers generated from the profile data available on this page.
What company does Nick Jimenez work for?
Nick Jimenez works for Insigneo.
What is Nick Jimenez's role at Insigneo?
Nick Jimenez is listed as Senior Wealth Strategy Associate at Insigneo.
What is Nick Jimenez's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Nick Jimenez at Insigneo.
Where is Nick Jimenez based?
Nick Jimenez is based in Miami, Florida, United States while working with Insigneo.
What companies has Nick Jimenez worked for?
Nick Jimenez has worked for Insigneo, Wells Fargo Advisors, Randstad, Towne Park, and Britto Central.
Who are Nick Jimenez's colleagues at Insigneo?
Nick Jimenez's colleagues at Insigneo include Martin Segui, Gabriel Burghi Lambert, Andrea Hebditch, W Lopez, Cams, and Luis H. Navas.
How can I contact Nick Jimenez?
You can use AeroLeads to view verified contact signals for Nick Jimenez at Insigneo, including work email, phone, and LinkedIn data when available.
What schools did Nick Jimenez attend?
Nick Jimenez holds Bachelor Of Business Administration (B.B.A.), Marketing And Management from Florida International University - College Of Business.
What skills is Nick Jimenez known for?
Nick Jimenez is listed with skills including Leadership, Sales, Teamwork, Marketing, Customer Service, Powerpoint, Microsoft Office, and Public Speaking.
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