Nicholas Greco, CFP®, has a background in finance with a Bachelor's degree from Rowan University, earned in 2022. Professional experience includes a role as a Wealth Management Intern at Morgan Stanley from July 2021 to December 2021, followed by several positions at Vanguard from March 2023 to June 2023, including High Net Worth Client Case Representative, Senior Associate, Financial Advisor, Specialist, Mass Affluent Financial Advisor, and advancement to Financial Planning Associate. Additionally, Nicholas has participated in the Envestnet Institute On Campus Program.
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