Nicholas Atkinson Email & Phone Number
Senior Financial Sales Coach @ Vanguard
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Nicholas Atkinson Location
- Charlotte, NC, US
Nicholas Atkinson Work
- 2021 -now Senior Financial Sales Coach @
- 2018 -2019 Client Experience Specialist: High Net Worth @
- 2020 -2021 Financial Sales Consultant @
- 2019 -2020 Senior Specialist: High Net Worth @
- 2017 -2018 ICS Investment Specialist @
- 2013 -2016 Audit and Billing Analyst @ Genick Dealer Solutions
Nicholas Atkinson Education
- East Carolina University
Bachelor’s Degree (Financial Investments)
2012-2016 - University of North Carolina at Wilmington
Bachelor's degree (Financial Investments & Corporate Budgeting)
2016-2016
Nicholas Atkinson Skills
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Access
- Customer Service
- Customer Satisfaction
- Fitness Training
- Fitness Instruction
- Fitness
- Healthy Lifestyle
- Healthy Eating
- Nutrition
- Leadership
- Events Organisation
- Organizational Leadership
- Finance
- Event Planning
- Microsoft Office
- Public Speaking
- Research
- Sales
- Social Media
- Teamwork
- Time Management
- Social Networking
- Communication
- Team Leadership
- Series 63
- Portfolio Management
- Value Investing
- Asset Allocation
- Fiduciary Management
- FINRA
- Investment Strategies
- Legal Compliance
- Indexing
- Contract Negotiation
- Legal Contract Review
- Series 7
- Legal Consulting
Nicholas Atkinson Summary
- Nicholas Atkinson, based in Charlotte, NC, US, is currently a Senior Financial Sales Coach at Vanguard. Nicholas Atkinson brings experience from previous roles at Vanguard. Nicholas Atkinson holds a 2012 - 2016 Bachelor’s Degree in Financial Investments @ East Carolina University. With a robust skill set that includes Microsoft Excel, Microsoft Word, PowerPoint, Access, Customer Service and more. Nicholas Atkinson has 2 emails and 1 mobile phone numbers on RocketReach.
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