now Senior Financial Consultant @ Quick & Reilly (Fleet Bank)
1997 -2002 Investment Consultant @
now Investment Consultant @
1995 -1997 Financial Consultant @
now Financial Consultant @
Nicholas Defilippis Education
SUNY New Paltz
Bachelor of Science (BS) (Business Administration, Management and Operations)
1988-1990
Nicholas Defilippis Skills
Financial Services
CRM
Banking
Management
Business Development
Sales
Securities
Leadership
Finance
Account Management
Outsourcing
Selling
Competitive Analysis
Investments
Corporate Actions
Relationship Management
Risk Management
Business Analysis
Customer Relationship Management (CRM)
SaaS
Payments
Regulatory Compliance
Data Analysis
Customer Relationship Management Crm
Corporations
Customer Relationship Management
Nicholas Defilippis Summary
Nicholas Defilippis, based in Smithtown, NY, US, is currently a Senior Account Executive at AscentAI. Nicholas Defilippis brings experience from previous roles at Pelican.ai, Roxe, Finastra and WM Financial Services (WAMU). Nicholas Defilippis holds a 1988 - 1990 Bachelor of Science (BS) in Business Administration, Management and Operations @ SUNY New Paltz. With a robust skill set that includes Financial Services, CRM, Banking, Management, Business Development and more. Nicholas Defilippis has 6 emails and 3 mobile phone numbers on RocketReach.
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