New Asset Owner Working Group „Critical” for Climate Action – AIGCC

Osvaldo is a Compliance & Wealth Management SME for NICE Actimize. Prior to joining NICE, he was a Financial Advisor at Fidelity Investments, where he helped retail and HNWI clients define their financial goals and provided them with financial planning concepts and solutions to achieve those goals.

Prior to Fidelity, Osvaldo worked at TIAA for approximately ten years, four years on the institutional side of the business and six years in the wealth management space. During his tenure at TIAA, he has been part of projects and specifically provides DOL and compliance changes, including regulatory requirements and user interface.

Prior to joining TIAA, he was a Financial Advisor with Wells Fargo Advisors for two years, responsible for providing Wealth Management across 5 offices. Osvaldo began his career as a financial advisor at Bank of America / Merrill Lynch for seven years, where he was responsible for leading the wealth management practice across six offices.

Osvaldo holds a bachelor’s degree in finance from New Jersey City University. He also holds the Series 7, 63, 65 and Life & Health Producers Licenses from the State of New Jersey.

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