Nick Demopoulos (CFP®, MBA, ex-CPA) in

Nick Demopoulos (CFP®, MBA, ex-CPA)

Evaluator · DISC type cds
Financial and Wealth Management Investment Advisor at EMBREE FINANCIAL Group
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
40 Years
Current Role
Financial and Wealth Management Investment Advisor
Location
United States
Personality Overview

How Nick shows up

Fast But Analytical
Thorough Evaluator
Quality Focused

They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Nick cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

12-2021
Financial and Wealth Management Investment Advisor
EMBREE FINANCIAL Group
2011 - 2020
Head of Investment Advisory & Sales BB Securities Ltd. (Banco do Brasil Group)
BB Securities Ltd. (Banco do Brasil Group)
2008 - 2011
Executive Director - Sales & Trading / Capital Markets
Nomura
1996 - 2008
Director - Sales & Trading / Capital Markets
Barings, UBS, Mitsubishi, Merrill Lynch
1994 - 1996
President
Logical Information Machines Investment Software
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
Master of Business Administration - MBA
The University of Chicago Booth School of Business
Bachelor's degree
DePaul University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Nick. Free, 10 seconds.