Client Service Associate
Nicholas Gurevich is a Client Service Associate with Pettinelli Financial Partners (PFP) working with a team of advisors to provide service excellence to clients of PFP. He focuses on assisting advisors with a number of responsibilities, including handling client service questions and requests, creating and maintaining a streamlined calendar between advisors and clients, and being a key player on the team to ensure clear communications, accurate administration of client accounts and technical support.
A graduate of the University of Oregon in Eugene, OR, Nicholas received his Bachelor of Arts degree with majors in Russian and East European Studies. His focus on a liberal arts education and learning enlightenment provides him with great communications skills and also led him to additional studies in economics and finance.
Prior to joining PFP, Nicholas began his financial services career with Wells Fargo, in Burlingame, CA. At Wells Fargo, he used his skills to assist customers in a fast-paced environment by supporting their financial goals and putting his communications, accounting, computer and database capabilities to good work.
Originally from the Bay area, Nicholas currently resides in San Mateo. He is a frequent patron of the arts and theatre scene, especially shows put on by the local high schools.