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Nicholas D'Alessandro Location
New York, NY, US
Nicholas D'Alessandro Work
2020 -now Vice President, National Private Banks @
2018 -2020 Vice President, Financial Institutions Group @
2016 -2018 Vice President, National Account Manager Private Bank and Platform @
2014 -2016 Regional Vice President, (NYC Metro) Bank Channel @
2012 -2014 Senior Internal Wholesaler (NYC, CT, and Boston)- Northeast Regional Team Lead @
2011 -2012 Senior Consultant @
2010 -2011 Financial Advisor @ New England Financial
Nicholas D'Alessandro Education
College of the Holy Cross
(Business/Managerial Economics)
Ramapo College of New Jersey
Bachelor of Science - BS (Accounting and Finance)
Saint Joseph Regional High School
Nicholas D'Alessandro Skills
Mutual Funds
Alternative Investments
Series 7
Securities
Series 63
Fixed Income
Series 6
Equities
Financial Services
Investments
Asset Management
Asset Allocation
Wealth Management
Portfolio Management
Strategy
Customer Service
Marketing
Project Management
Business Analysis
Account Management
Microsoft Excel
Trading
Economics
Sales Organization Leadership
401K Retirement Savings Plans
Investor Relations
Tactical Asset Allocation
Subadvisory
Sales Management
Real Estate Project Management
Investment Strategies
Cross Functional Team Leadership
Credit
Private Equity
Retirement Solutions
Due Diligence
Hedge Funds
401 Retirement Savings Plans
Nicholas D'Alessandro Summary
Nicholas D'Alessandro, based in New York, NY, US, is currently a Vice President, National Private Banks at American Century Investments. Nicholas D'Alessandro brings experience from previous roles at BNY Mellon. Nicholas D'Alessandro holds a College of the Holy Cross. With a robust skill set that includes Mutual Funds, Alternative Investments, Series 7, Securities, Series 63 and more. Nicholas D'Alessandro has 1 emails and 1 mobile phone numbers on RocketReach.
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