Nick Berquist is a Senior Associate at Diamond Capital Advisors. Nick previously worked with Strategic Wealth Management Group and passed his CFA Level One certification examination on the first try. Nick’s experience includes investment strategy optimization, portfolio modeling to maximize returns and data visualization.
Prior to joining Diamond Capital Advisors, Nick was an operations manager in the hospitality industry. Nick demonstrated excellence in growing revenue and profits for both new ventures and seasoned establishments. During his time in hospitality management, he was involved in activities ranging from bulk purchase negotiations, management training and hiring, vertical integration, product sourcing, and cost center control.
Nick graduated Magna Cum Laude from Penn State University where he earned his Bachelor of Science degree in Finance.