Osvaldo is a Suitability & Wealth Management SME for NICE Actimize. Prior to joining NICE, he was a Financial Consultant with Fidelity Investments, where he helped retail and HNWI clients define their financial goals and provided them with financial planning concepts and solutions to meet those goals.
Before Fidelity, Osvaldo served around ten years at TIAA, working on the institutional side of the business for four years and the Wealth Management space for around six years. During his tenure at TIAA, he was a part of projects and pilots catering specifically to DOL and Suitability changes, including regulatory requirements and user interface.
Before joining TIAA, he was a Financial Advisor with Wells Fargo Advisors for two years, responsible for the Wealth Management offering out of 5 offices. Osvaldo began his career as a Financial Advisor at Bank of America / Merrill Lynch for around seven years, where he was responsible for running a Wealth Management practice across six offices.
Osvaldo has a bachelor’s degree in Finance from New Jersey City University. He also holds a Series 7, 63, 65, and Life & Health Producers licenses from the state of New Jersey.