# Nicholas Wilson-Thayer

**Regional Investment Consultant** — Boston, MA, United States

> Regional Investment Consultant at Fidelity Investments advising financial advisors on portfolio construction and product positioning across Southwestern CT and the greater NY area. Santa Clara University economics graduate with prior internships in investment analytics, real estate, and public-sector finance.

Career Archetype: **Launchpad Summiteer** (HS-DX) — One of the first Launchpad Summiteers on Saywise

## Links

- LinkedIn: https://linkedin.com/in/nicholas-wilson-thayer

## Experience

### Regional Investment Consultant, Fidelity Investments (2024-06 – 2025-05)
• Build consultative relationships with financial advisors across major firms in CT/NY, helping them optimize Fidelity products and grow their practices. • Analyze advisor portfolios to assess asset allocation, risk exposure, and product alignment, identifying growth opportunities and advisor pain points to deliver strategic, client-focused recommendations. • Leverage expertise in Mutual Funds, ETFs, SMAs, model portfolios, alternatives, and crypto to support product positioning and advisor education. • Stay current on capital markets and macro trends to help advisors make informed decisions and enhance client outcomes. Northeast Team Quality and Execution Award: • 107% attainment of territory revenue goal, above-target performance on all 14 tracked KPIs, and top-quartile rankings on 11 of those 14 across our Texas and Rhode Island offices.

### Business Analytics and Insights Intern, Fidelity Investments (2023-06 – 2023-08)
Boston, Massachusetts, United States · Created data-driven reports and presentations supporting investment strategy alignment and executive decision-making. Analyzed KPIs and led cross-functional data projects to improve workplace investing strategies.

### Real Estate Project Intern, Valcambre (2022-08 – 2022-12)
Seville, Andalusia, Spain · Ran weekly market analysis and rental pricing in Excel and supported operational logistics in bilingual settings. Researched property tech, market trends, and expansion opportunities.

### Finance Intern, Massachusetts Water Resources Authority (2022-06 – 2022-08)
Boston, Massachusetts, United States · Analyzed bond portfolios ranging from $6M to $600M and capital budgets using financial models. Supported bond defeasance efforts and interest rate reduction initiatives.

### Real Estate Intern, Coldwell Banker Realty (2022-06 – 2022-08)
Boston, Massachusetts, United States · • Assisted lead agents in the showing of open houses • Actively communicated with sellers, buyers, and renters to understand property needs, timeline, and budget • Efficiently marketed and advertised on-market and off-market properties generating thousands of viewings

### Commission Sales Associate, Vector Marketing (2020-03 – 2020-10)

## Education

### Economics, Universidad Pablo de Olavide (2022-08 – 2022-12)

### Economics, Santa Clara University (2020-09 – 2024-06)
GPA: 3.52

### High School Diploma, Newton South High School (2016-09 – 2020-06)
GPA: 3.5/4.4; High Honor Roll (2019-2020); two-time D.E.C.A. District Competition Winner; two-time D.E.C.A. State Competition Qualifier; D.E.C.A. International Competition Qualifier (2018-2020)

## Skills

Project Management, Portfolio Analysis, Asset Allocation, Investment Strategies, Capital Markets, Client Relations, Consulting, Data Analysis, financial analysis, portfolio construction, risk analysis, Microsoft Excel, PowerPoint, Outlook, Word, Windows, public speaking, financial literacy, LEED Green Associate, SIE, Series 7, Series 63

## Credentials

- **Series 63** — FINRA (issued 2024-09)
- **Series 7** — FINRA (issued 2024-08)
- **Securities Industry Essentials (SIE)** — FINRA (issued 2024-07)
- **Bloomberg Essentials** — Corporate Finance Institute (issued 2020-12)
- **LEED Green Associate** — U.S. Green Building Council

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Source: https://saywise.com/member2669 (last modified 2026-10-21T23:41:36.300Z)