2011 -2013 Managed and Alternative Product Specialist @
2008 -2010 Financial Representative @
2007 -2007 Financial Advisor @
Nicholas D'Angelo Education
Lehigh University - College of Business and Economics
B.S. (Marketing)
2002-2006
Kent School
High School
1998-2002
Nicholas D'Angelo Skills
Product Development
Client Relations
Product Management
Business Development
Strategic Financial Planning
Series 7
Mutual Funds
Personal Finance
Pensions
Investments
Asset Managment
Estate Planning
Wealth Management
Retirement Planning
Insurance
Securities
Financial Analysis
Asset Allocation
Retirement
Risk Management
Portfolio Management
Options
Series 63
Finance
Equities
Financial Services
Financial Planning
Alternative Investments
Capital Markets
Fixed Income
Management
Asset Management
Leadership
Strategy
Investment Strategies
Wealth Management Services
Private Equity
Real Estate Private Equity
Venture Capital
Investment Management
Customer Relationship Management (CRM)
Key Account Relationship Building
Banking Relationships
Compliance
Policies and Procedures
Quality Control
New Clients
Registered Investment Advisor
Google Groups
Life Insurance
Coordinated
Transaction Processing
Strategic Financial
Income
Employee Benefits
Microsoft Word
Meetings
Strategies
Executive Pay
Internal Audit
Strategic Planning
Presentations
Paperwork
Combination
Needs Analysis
Sales
Helping Clients
Prospects
Uniform Combined State Law
Point of Contact
Education
Financial Strategy
Operations
New York
Account Maintenance
Reviews
Marketing
Expenses
Shareholder
Succession Planning
Risk Tolerance
Array
Resolve
Brokerage
Business Services
Tax
Fidelity
Services Available
Nicholas D'Angelo Summary
Nicholas D'Angelo, based in New York, NY, US, is currently a Executive Vice President - Real Assets at The Citco Group Limited. Nicholas D'Angelo brings experience from previous roles at MUFG Capital Analytics, MUFG Investor Services and Citi. Nicholas D'Angelo holds a 2002 - 2006 B.S. in Marketing @ Lehigh University - College of Business and Economics. With a robust skill set that includes Product Development, Client Relations, Product Management, Business Development, Strategic Financial Planning and more. Nicholas D'Angelo has 2 emails on RocketReach.
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