Nick Moore

Nick Moore Email and Phone Number

Assistant Vice President - Private Wealth Analyst - Relationship Management @ Merrill Lynch
San Diego, CA, US
Nick Moore's Location
San Diego, California, United States, United States
Nick Moore's Contact Details
About Nick Moore

Nick started his career as a proprietary trader in the global futures markets in 1994. A former partner and manager at a global trading firm, he has worked in Chicago, Frankfurt, London and Milan, providing him with extensive knowledge of the capital and derivatives markets. Nick received a B.S. from the University of California at Davis, where he studied agricultural and managerial economics. Nick joined the Jones Zafari group in La Jolla in 2014 (part of the Merrill Lynch Private Banking & Investment Group) where he works closely with clients to construct and develop custom multi-asset portfolio strategies. He also focuses on diversification strategies for large concentrated stock positions, trust and estate planning strategies such as GRATs, CRTs, CLTs and family foundations.NMLS 1370652

Nick Moore's Current Company Details
Merrill Lynch

Merrill Lynch

View
Assistant Vice President - Private Wealth Analyst - Relationship Management
San Diego, CA, US
Website:
ml.com
Employees:
34842
Company phone:
(212)761-4000
Nick Moore Work Experience Details
  • Merrill Lynch
    Assistant Vice President - Private Wealth Analyst - Relationship Management
    Merrill Lynch
    San Diego, Ca, Us
    View
  • Morgan Stanley
    Private Wealth Advisor
    Morgan Stanley Dec 2022 - Present
    New York, Ny, Us
    View
  • Morgan Stanley
    Private Wealth Advisor Associate
    Morgan Stanley Sep 2019 - Dec 2022
    New York, Ny, Us
    View
  • Merrill Lynch
    Assistant Vice President - Private Wealth Analyst - Relationship Management
    Merrill Lynch Sep 2014 - Present
    New York, Ny, Us
    Nick started his career as a proprietary trader in the global futures markets in 1994. A former partner and manager at a global trading firm, he has worked in Chicago, Frankfurt, London and Milan, providing him with extensive knowledge of the capital and derivatives markets. Nick received a B.S. from the University of California at Davis, where he studied agricultural and managerial economics. Nick joined the Jones Zafari group in La Jolla in 2014 (part of the Merrill Lynch Private Banking & Investment Group) where he works closely with clients to construct and develop custom multi-asset portfolio strategies. He also focuses on diversification strategies for large single-stock positions, trust and estate planning strategies such as GRATs, CRTs, CLTs and family foundations.
    View
  • Vine St Trading
    Director Of Trading
    Vine St Trading Jan 2013 - Aug 2014
    Chicago, Il, Us
    View
  • Vine St Trading
    Senior Trader/Consultant
    Vine St Trading Mar 2008 - Dec 2012
    Chicago, Il, Us
    - Integral part in the growth and development of the company- Team leader- Risk management- Hired and trained traders- Led daily meetings
    View
  • Chicago Climate Exchange
    Business Development
    Chicago Climate Exchange 2007 - 2008
    Us
    View
  • Marquette Partners
    Partner/Senior Trader
    Marquette Partners 1994 - 2007
    Chicago, Il, Us
    View

Nick Moore Skills

Inventory Control Retail Merchandising Visual Merchandising Loss Prevention Customer Service Merchandise Planning Store Operations Inventory Management Time Management Assortment Cashiering Retail Sales Finance Email Microsoft Outlook Management Network Administration Talent Management Trading Economics Team Leadership Start Ups Business Development Analytical Skills Financial Markets Portfolio Management Risk Management Investments Leadership Financial Modeling Critical Thinking Business Ethics Derivatives Asset Management Options Electronic Trading Capital Markets Commodity Equities Trading Systems Mentoring Proprietary Trading Highly Analytical

Nick Moore Education Details

  • University Of California, Davis
    University Of California, Davis
    Agricultural And Managerial Economics
  • Palo Alto Senior High School
    Palo Alto Senior High School

Frequently Asked Questions about Nick Moore

What company does Nick Moore work for?

Nick Moore works for Merrill Lynch

What is Nick Moore's role at the current company?

Nick Moore's current role is Assistant Vice President - Private Wealth Analyst - Relationship Management.

What is Nick Moore's email address?

Nick Moore's email address is nickjmoore@me.com

What schools did Nick Moore attend?

Nick Moore attended University Of California, Davis, Palo Alto Senior High School.

What are some of Nick Moore's interests?

Nick Moore has interest in Social Services, Children, Social Work, Volunteering, Investing, Economic Empowerment, Environment, Active Investor In Volcanaire, Computer Information Systems, Disaster And Humanitarian Relief.

What skills is Nick Moore known for?

Nick Moore has skills like Inventory Control, Retail, Merchandising, Visual Merchandising, Loss Prevention, Customer Service, Merchandise Planning, Store Operations, Inventory Management, Time Management, Assortment, Cashiering.

Who are Nick Moore's colleagues?

Nick Moore's colleagues are Jim Ambrose, Kailey Thompson, Griffin Randle, Cfp®,cfa, Hanna Brenalt, David Pohlen, Cfp®, Faye Clark, Scott Lillibridge.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.