Osvaldo is a Suitability & Wealth Administration SME for NICE Actimize. Previous to becoming a member of NICE, he was a Monetary Guide with Constancy Investments, the place he helped retail and HNWI purchasers outline their monetary targets and supplied them with monetary planning ideas and options to fulfill these targets.
Earlier than Constancy, Osvaldo served round ten years at TIAA, engaged on the institutional facet of the enterprise for 4 years and the Wealth Administration area for round six years. Throughout his tenure at TIAA, he was part of tasks and pilots catering particularly to DOL and Suitability adjustments, together with regulatory necessities and consumer interface.
Earlier than becoming a member of TIAA, he was a Monetary Advisor with Wells Fargo Advisors for 2 years, accountable for the Wealth Administration providing out of 5 workplaces. Osvaldo started his profession as a Monetary Advisor at Financial institution of America / Merrill Lynch for round seven years, the place he was accountable for operating a Wealth Administration follow throughout six workplaces.
Osvaldo has a bachelor’s diploma in Finance from New Jersey Metropolis College. He additionally holds a Sequence 7, 63, 65, and Life & Well being Producers licenses from the state of New Jersey.
