Nicholas Pavao, Crpc®
About Nicholas Pavao, Crpc®
Nicholas Pavao, Crpc®, is a Training Manager at Mutual of Omaha, where he has worked since 2023. He has a diverse background in finance, having held various roles at Merrill Edge, Bank of America, Citizens Securities, and Prudential Financial.
Current Role at Mutual of Omaha
Nicholas Pavao serves as a Training Manager at Mutual of Omaha, a position he has held since 2023. In this role, he is responsible for developing and implementing training programs aimed at enhancing employee skills and knowledge within the organization. His focus is on ensuring that staff are well-equipped to meet the needs of clients and adhere to industry standards.
Previous Experience at Merrill Edge
Before joining Mutual of Omaha, Nicholas Pavao worked at Merrill Edge as an Assistant Vice President and Premium Elite Relationship Manager from 2011 to 2017. During his six years in Lincoln, RI, he managed high-value client relationships and provided tailored financial solutions to meet their investment goals.
Experience at Bank of America
Nicholas Pavao was employed at Bank of America as a Platinum Relationship Consultant from 2008 to 2012. In this role, he operated in the Providence, Rhode Island area, where he focused on delivering personalized banking and investment services to clients, enhancing their overall financial experience.
Financial Advisory Background
Nicholas Pavao has a background in financial advisory, having worked as a Financial Advisor at Citizens Securities, Inc. from 2021 to 2023. He also served as a Financial Planner at Prudential Financial from 2017 to 2020 in the Greater San Diego Area. His experience in these roles involved providing comprehensive financial planning and investment advice to clients.
Education in Finance
Nicholas Pavao earned a Bachelor of Science degree in Finance and Financial Management Services from Johnson & Wales University. He attended the university from 2006 to 2009, where he gained foundational knowledge in financial principles and practices that support his career in the financial services industry.