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Nicholas Pappas

Finance, Investment Management

Nicholas Pappas is an experienced investment professional with a strong background in equity research, fundamental analysis, and sales. He has successfully passed Level II of the Chartered Financial Analyst (CFA) Examination and holds a Series 65 FINRA license. Nicholas specializes in research, stock screening, Excel, and various databases such as Bloomberg and FactSet. He has a customer-focused sales approach, paying meticulous attention to detail. With a communicative and extroverted nature, Nicholas excels in building relationships and effectively conveying information.

Highlights

Aug 27 · StreetInsider.com
Form N-PX MFS SERIES TRUST X For: Jun 30 - StreetInsider.com
Aug 17 · StreetInsider.com
Form N-PX BRIDGEWAY FUNDS INC For: Jun 30 - StreetInsider.com
Nicholas Pappas
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Location

San Francisco Bay Area