Filters: Filters: Reset All Filters XClose Filters Dropdown Topic/Tag Tags Reset Close Category Category Reset Economic and Market Commentary Investment Strategies Viewpoints Blog Financial Institutions Education Close Order By Order By Reset Alphabetical Most Recent Close Download ({{cCtrl.itemsToDownload.length}}) Empty Remove {{selOpt}} Filter () filters applied
PIMCO Education Effective Discovery and Women Investors(video) Effective Discovery and Women Investors John Nersesian, Head of Advisor Education, and Mary Hoppe, SVP Account Manager discuss the importance of client discovery and offer effective tips for working with women investors. Interested in additional education for advisors and their investor clients? Visit pimco.com/advisoreducation.
PIMCO Education Behavioral Science in Uncertain Times(video) Behavioral Science in Uncertain Times During periods of extreme market volatility, investors often focus on short-term returns not long-term goals. Learn how advisors can help reduce negative consequences of emotional decision making by providing valuable guidance in this video.
John Nersesian Head of Advisor Education Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 35 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.